The initial meeting is the first step in laying the crucial foundation of your financial strategy. Before making any recommendations, we invest time in getting to know you. Building a relationship with you is invaluable in planning a strategy that best fits your needs.

In order to understand your current financial situation, we need to gather information in the following six areas.

• Retirement Goals and Savings
• Cash Flow
• Risk Management
• Wealth Preservation / Estate Planning
• Accumulating for the Future
• Tax Strategies

We carefully analyze the information so we can begin assembling the best financial strategy for you. The end result is our recommendations letter and financial plan. We start by defining a basic strategy for the rest of your life. Then, breaking it down into key categories, we explain the issues and strategies to capitalize on or to mitigate these areas.

Finally, we present specific recommendations designed to “Help you live a Wealthy Life.”

Let’s get started on your strategy toward success. Get in touch with us and schedule a complimentary meeting.

713-927-8464 • Steven.Flodder@axa-advisors.com

www.FlodderFinancial.com