Partnering For Success
Before making a financial commitment, we like to ensure that our services and values are a good fit for your circumstances.
Our process helps us get to know you, and our hope is that it builds an effective rapport that moves you toward in-depth planning and strategy with us.
Find Out Where You Stand
For clients who are potentially a good fit for Selleck Financial, our no-obligation discovery process unfolds over three stages, during which you will learn where you stand in four key areas: Income, Health Care, Estate, and Taxes.Phone consultation
Brief discussion of questions, expectations, and goals.
office meeting 1
You bring in paperwork and we discuss your goals in-depth.
office meeting 2
We present recommendations and discuss how to move forward.
What To Bring
Current investment, retirement and bank account statements, income statements, real estate and other property holdings, tax documents, and estate documents (trusts).
No Hard Feelings
If we discover that your needs go beyond our current offerings, the analysis and recommendations we prepare for you are yours to keep.
