Choosing the right financial advisor is an extremely important decision that can impact many aspects of your life.
At Superior Financial Management, we want to provide you with every piece of information needed for your advisor selection process.
Here is what you can expect from our initial conversation:
No Cost or Obligation
We want to understand exactly what you're seeking and how we can help before you pay us a single dollar.
Transparency
Before we work together, we want you to understand how we work, the value we can add to your life, and the cost of our services.
Actionable Advice
Whether we ultimately decide to work together or not, we want to leave you feeling more confident by providing actionable steps you can take to improve your finances.
If we decide to work together, you can expect us to answer your questions such as:
- Can we really afford to retire?
- Will this portfolio meet our spending needs?
- When should I apply for Social Security?
- Are there ways to lower our taxes?
- Will my family be OK if something happens to me?
For more than 30 years, we've been advising our clients on these exact topics.
We can help you too.
Here is a typical agenda for your initial meeting:
Discuss your goals and what prompted you to seek our advice
Review your current financial situation
Please come prepared to discuss the following items:
- Most recent tax return
- Recent paystub(s) or other regular sources of income
- Statements from all bank, investment/retirement accounts
- Benefits booklets and statements from work
- Copies of your will, trust document and business agreements
- Completed budget worksheet
