Getting Started , in Person or with a Video Conference

FIRST APPOINTMENT

Call 406-294-8912 to schedule a time to meet at no cost to you.

The purpose of your first appointment is for us to get to know you and your family personally, and learn about your financial goals.

As part of our due diligence and suitability obligation, we need to collect some basic personal information and establish an accurate “big picture” overview of your current financial situation. You will want to have available recent account statements for your current investments. Tax qualified savings plans (IRA’s, 401K/403b plans, defined benefit pension plans, etc.), bank account information, brokerage account, Insurance policies (health insurance, disability insurance, life insurance, long term care), and recent tax returns. If you miss something, don’t worry, we can add it later.

SECOND APPOINTMENT

The purpose of your second appointment is to take everything we have learned and determine if there is a basis for starting a long term relationship together.  

During this meeting we will “test drive” our planning process so that you can clearly see the big picture of your current financial opportunities. This will allow us to demonstrate some of the features of our risk evaluation software which will help us find ways to minimize taxes, improved investment earnings, avoid financial hardship and develop a smart retirement strategy.

Our goal is to establish a long and enduring relationship with you as your financial services advisor. 

Ask a question

Use the form below to tell us about your inquiry, and we’ll call you back to schedule an appointment.

➤ location

2260 Saddleback Dr.

Laurel, MT 59044
 

Office Hours

Monday - Friday
9AM - 5PM
 

☎ Contact

vmullet@cfiemail.com
406-294-8912