Broker Check

Initial Consultation of Services

▶ MEETING AGENDA

▶ WHO we are and how we help clients

  1. Our Firm, Background and History

  2. Our Advice Philosophy

    • Educate > Advocate > Execute

    ▶ YOUR current goals and financial situation

    1. What’s top of mind for you about your finances?

    2. Discussion around common issues clients face

      ▶ OUR services and where we can help you

      1. Core Services

        • Comprehensive Planning
        • Wealth Management
        • Insurance and Benefits Reviews
        • Retirement Readiness

      2. Costs and fees associated with services

      ▶ OUR PROCESS

      YOUR UNIQUE VISION

      OUR SYSTEMATIC APPROACH

      ▶ FINANCIAL PLANNING

      THE FOUR CORNERSTONES OF

      FINANCIAL PLANNING

      ▶ EDUCATIONAL TOPICS

      ▶ SERVICE MODEL

      FINANICAL PLANNING

      CLIENT SERVICE MODEL

      As part of our ongoing service model, every quarter we will review the following aspects of your
      financial plan.

      MEETING

      SERVICE TOPICS

      TIMEFRAME

      Annual Review
      • Employer Retirement Plan Review
      • Household Expense
      • IRA Contributions
      • Savings Strategy
      • Performance Review
      		Jan - Feb
      Mid-Year Review
      • Beneficiary and Account Title
      • Insurance Portfolio Review
      • Savings Strategy
      • Employer Benefits
      • Performance Review
      		June - July
      Year-End Tax Planning
      • Year-end Tax Planning
      • Tax Loss harvesting
      • Net Worth / Savings Review
      • Performance Review
      		Thanksgiving -
      Christmas

      CA Insurance License #0H64963 . Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Bill Tsoulos is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. [www.SIPC.org] Supervisory office 30 S Wacker Dr, Suite 2700, Chicago, IL 60606. Phone: 312-347-1660. Any discussion of taxes is for general information purposes only, does not purport to be com- plete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.CRN202602-3922597

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