Frequently Asked Questions About Your Initial Consultation
WHAT SHOULD I EXPECT FROM MY INITIAL CONSULTATION?
In our meeting you’ll experience the very first steps of our innovative Successful Retirement Solution ProcessTM. We’ll review the information you provide to us and then identify your financial dangers, strengths, and opportunities. This meeting is about aligning your financial choices with what’s important to you.
WHAT IS YOUR MINIMUM ACCOUNT SIZE?
Our clients’ investment portfolios range between a minimum of $500,000 to $3,000,000+. Their total portfolio value includes their Personal Investments, IRAs, 401ks, and future Pension Lump-Sums.
WHAT DO I NEED TO BRING TO OUR FIRST MEETING?
After scheduling your appointment, we’ll provide you with our Financial SnapshotTM, which tells you exactly what investments and retirement documents to bring with you in order to make our meeting a successful experience for you.
WITH WHOM WILL I MEET?
You will meet personally with our nationally recognized Certified Financial Planner and Retirement Specialist, Linda Laborde Deane, to discuss your situation and to experience for yourself the very powerful first steps of our innovative process.
WHO MUST ATTEND OUR MEETING?
If you are married, it is essential that both spouses attend. Having both of you present is absolutely necessary to enhance your experience and increase your potential of reaching your personal and financial goals.
IS THERE A COST OR OBLIGATION FOR MY FIRST MEETING?
No, your initial consultation is at our expense. During our time together, you’ll experience the very first steps of our Successful Retirement Solution ProcessTM. At the conclusion of our meeting, we’ll mutually determine if there’s a fit for our working together. To Schedule Your Consultation either Call or Email Us. We look forward to meeting with you.
IS PARKING AVAILABLE?
Yes, we maintain two paid, reserved parking spaces for our clients and guests in our office building’s annex garage. Our CBD office is conveniently located…Just two blocks from several I-10 exits and the Superdome. A directional map and parking instructions will show you specifics.
