DREAM MUTUAL
Get a Round of Golf on Us When You Schedule Your Complimentary Investment Portfolio Review!
Let's Help you Ensure That You're Working Toward Your Financial Goals & Get You a Free Round of Golf at Ravenwood Golf Club!
We would like to offer you 9 holes on us at the beautifully well-maintained Ravenwood Golf Club in Victor, NY!
Why wouldn't you take 15 minutes to review the current state of your financial health and ensure you're maximizing your financial portfolio's FULL potential. You'd be crazy not to!
Here's What You Can Expect.
We approach each new engagement with a consultative process. This keeps an open dialog between us, so that we can learn more about your values and goals.
Reserve Your Appointment
Typically, we reserve this service for our existing clients as a friends and family only offering. But, for a very limited time we are offering this service at no charge.
Personal Discovery Meeting
We'll look at where you are today, Where you want to be and then Identify any Current Gaps or Potential Roadblocks preventing you from achieving your financial goals.
Investment Plan Meeting
Assuming that we both agree that we have a basis for working together, we'll invite you to return for a complimentary Investment Meeting Plan.