Our Process
Becoming a client
At Assante, we make sure that you have all the information you need before making such an important decision as choosing a financial advisor.
We provide all prospective clients with a detailed advisor profile, explanation of our services and a company overview that explains thea dvantage we offer to our clients.
We listen to your goals and dreams, evaluate your current financial situation and then formulate a plan to help you to meet those goals. In the end, you will have a plan that addressees all of your needs by providing the most effective solutions for you and your family.
To learn more about the benefits of being an Assante client, contact me for a private consultation.