January 8, 2016

Money Management – What you need to know

Our Money Management Partners are dedicated financial specialists who strive to create financial solutions for living, with you in control, for your peace of mind. Every client’s financial needs will be different; therefore our approach to every client is different. We take pride in our ability to assess the client’s needs and establish a custom approach to fulfilling those needs. Here is what you need to know:

  • The initial consultation to assess our client’s situation and outline a plan is free. If the client prefers, our specialists will come to your house for this meeting.
  • After the initial consultation we can advise the client of the fees that may apply to their situation. If the client lives in Calhoun County and are 60 or older, they may qualify for assistance with their fees through the Senior Millage Program. Please click here to learn about this program
  • The client is in control of the relationship. Our financial specialists will only suggest a course of action to achieve financial success.

 

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