At FGF we are with you each step of the way. Our process is personalized to suit your needs and as always is strictly confidential. Here's what you can expect:
After speaking to an FGF advisor to determine if you qualify as a client, a meeting will be scheduled to discuss your needs. The purpose of the initial meeting is to listen and try to understand where you are at financially and what you would like to accomplish as you work with FGF. It is during this initial consultation that your needs will be identified so that we will be able to contact the appropriate professionals for the solutions. During the entire process, FGF will be involved to make sure you get the appropriate advice and service.
The topics that will be discussed in this initial meeting may include:
- Budgeting
- Tax Planning
- Estate Planning
- Social Sec urity Benefits
- Insurance Planning (Life/Health)
- Living Arrangements
- Cash Management
- Investment Planning
Feel free to stop by our office
In addition to the initial consultation, we encourage our clients to take advantage of the resource room we have made available at our Westlake Village office. We have accumulated a broad range of print and digital resources and have several computers available for clients to access the internet.
Still have questions?
Check out our Frequently Asked Questions or contact us directly. |
