AVAILABLE FINANCIAL SERVICES Schedule a Meeting Today MY SERVICESFinancial Planning; retirement income, social security income, pension income versus remaining debtsRetirement savings; 401k rollovers, IRA contributions, social security income reviewEducation savings; 529 college plans, investment accountsLife insurance; term and permanent coverageContract reviews; life insurance, annuitiesDebt Obligation Paydown plans; credit cards, student loans, home mortgageEstate Planning; Will preparation, assigning beneficiaries OUR PROCESS Meet and Greet(30-45 minutes)Gathering investment statements and contract summariesDiscuss goals and risk toleranceReview account type options Proposal Review(45-60 minutes)Review portfolio/ policy proposalConfirm risk tolerance and performance expectationsChoose account type and discuss fees associated with chosen accountSign off on account, initiate transfer and/ or fund account(s) Continued AssistanceQuarterly, Bi-annual, or annual review meetingsOnline Access to accountsAbility to contribute to account through ACHDirect contact with your financial professional (no 800 numbers or hold times!) Click here to book an appointment Elizabeth GlazierLPL Financial Advisor Please feel free to reach out to me with any questions!208.306.2642eglazier@mygfpartner.com Facebook Linkedin
