Whether you’re concerned about social security, retirement planning, long-term care needs or improving the health of your investment portfolio, this initial meeting allows me to gain full understanding of what your needs are and what I can do to help you fulfill them. It’s also the ideal time for you to ask questions, learn more about me and what I do and to determine if we’re a good fit. Getting to know you affords me the ability to create a customized plan that will be ideally aligned with your needs, aspirations and your life—today, tomorrow and in the future.