Counseling Session Overview
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One-on-one Counseling: 30-minute sessions
A one-one-one investment counseling session with a licensed financial advisor is available to you at the conclusion of the “Investing Fundamentals” presentation.
This non-commercial 30-minute session will provide you with an unbiased review of your current financial situation and address any investment-related questions or concerns you have. For example:
Retirement income planning
Costs and fees
As a matter of course, your counselor will also review your goals, your time horizon, your level of diversification and whether your investments are consistent with your goals, risk tolerance and time horizon.
If you have questions or concerns about your investments or would just like confirmation that you’re on the right track, sign-up with the library for your one-on-one counseling session.
In our effort to make your one-on-one investment counseling session as helpful and useful as possible, please complete the “Personal Balance Sheet” that will be furnished to you when you sign-up for your one-on-one counseling session. The information necessary to complete that form will be on documents such as:
Brokerage account statements
Bank account/Money market statements
Social security statements
Company sponsored retirement plan statements, e.g., 401(k)
An inventory of any stocks held in certificate form