When you need a strategy, our financial planning services can help provide sensible answers to your questions.
- Need your retirement portfolio analyzed?
- Looking to consolidate your far flung investment accounts?
- Want to calculate how much you will need to accumulate for retirement?
- Wondering how long your assets will last?
Our financial planning services can provide these answers either on a one-time "Project" basis or under a long term arrangement as your financial planning source.
The first meeting, free and without obligation, allows us to discuss your situation to explore the possibility of working together to address your issues.
What is a complementary initial meeting like? Watch the video below.
This video is provided courtesy of Boston University to illustrate an initial financial planning meeting. The participants appearing as the couple are paid actors. The content should not be construed as investment advice or a recommendation to purchase or sell any security. Boston University is not affiliated with Dan Galli or Ameritas Investment Corp.