Free Initial Consultation
Purpose
The purpose of a free initial consultation is to identify your major
financial concerns and determine how to address them most
effectively.
It's also an opportunity for you to
get to know us before making a decision to engage our
services. Likewise, we need an opportunity to listen to you
explain your financial situation and goals. It allows us to
evaluate how we can best help you.
What We Do
During this meeting (typically 1 to 1 1/2 hours), we will discuss your specific financial
planning needs and goals, fully describe Liberty's services, determine which of our
services are right for you, and discuss our fee structure.
We encourage you to ask lots of questions! See our
Initial Consultation
Questionnaire for further details.
How to Get Started
There is no charge or obligation for this meeting. Just call
today to schedule an appointment at a time and location convenient for
you.
800-854-2841
We
appreciate your business!
