Thanks for telling us about yourself! You’re one step closer to reaching your financial goals.

Here’s what happens next:

We’ll call you. Someone from our team will give you a call in the next two days to schedule an appointment.

Meet with your financial advisor. You’ll talk with your advisor about your dreams and goals.

If you choose to move forward, you’ll get a personal financial plan. But this is only the beginning. Your advisor will meet with you regularly and make adjustments to your plan as your life changes.

How should I prepare?

Listen to Ric’s latest show here. If a topic applies to your situation, talk to your Planner.

Gather your most recent statements or other retirement information you may have.

Start writing down a list of needs, wants and wishes.