Ferro Financial, LLC Appointment Scheduler
COMPREHENSIVE FINANCIAL REVIEW
This meeting is designed for new clients that would like a comprehensive review of key aspects of their finances. A comprehensive review includes the following areas: Retirement, Investments, Debt, Life Insurance, Net Worth and Liquidity
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INVESTMENT ADVISORY CONSULTATION
During this meeting we will discuss your investment management needs. This consultation is for investors interested in reviewing their current portfolio, developing an investment strategy plan, and considering investment advisory services.
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NEW CLIENT INITIAL CONSULTATION
During our initial consultation we will discuss your financial situation, and see which of our financial planning or investment advisory services is right for you.
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ONE HOUR CONSULT
This meeting is designed for new clients that would like a one hour consult to receive general financial advice.
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RETIREMENT INCOME PLANNER
This meeting is appropriate for clients considering retirement within the next 1-5 years and want to review their retirement income to determine if they are on track to retire with sufficient income.
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