Your Prosperity Meeting, On Your Terms

Why We Changed

Meeting only in Spring and Fall made it look like there was a limit. We want to talk with you more , not less. Now, meetings are on-demand, year-round —so our time aligns with what’s happening in your life.

Choose Your Agenda (when you book)

Anything on your mind. Popular client favorites include:

• Build or update your Wealth Blueprint (map goals, priorities,
  milestones). May involve a fee—we’ll confirm before any work begins.
• Annual Performance Review (what is driving results?).
  1. Investments only   2. Insurance only   3. Investments and Insurance
• Retirement income strategy check-up (timing & options).
• Year-end tax & charitable giving plans (optimize before Dec 31).
• Estate & inheritance check-up (new rules/limits, beneficiaries, gifting).
• Risk management / insurance / long-term care & disability needs.
• Medicare & Social Security planning (timing, choices, recent changes).
• Can I sell my life insurance policy? (Life settlement value analysis).
• Business owner needs (succession, comp/benefits, buy-s, licensing).
• Other – tell us what you’d like to cover: _____________________________

Ready to Meet?

• Schedule Your Meeting (60 minutes) — choose up to three topics; we’ll come prepared.

What’s Not Changing

You’ll continue to receive your annual performance report, quarterly manager reports, and monthly custodial statements, just as before.