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What you can expect in our first meetings
Shaking Hands

First Visit

Get to Know Each Other

We want to:

  • Understand your core values

  • Know concerns you may have

  • Learn your current financial situation

Chess Pieces

Second Visit

Game Plan

Once we know your needs we'll implement a plan

  • Open appropriate account(s)

  • Transfer any existing accounts to the new accounts

  • Choose suitable investment strategies

Aerial View of Curved Road

Third Visit

Financial Road map

When accounts have transferred over we'll work together to create a detailed plan that will get you to your goals

  • Enter your goals into our financial planning software

  • Analyze options to reach your goals

Computer with Graph

On-going Communications

Annual / Periodic Reviews

Life changes and so do your goals so we want to make sure we keeping in touch with your changing needs.

  • We'll meet at least annually  to go over current goals

  • Revise your plan to work with your changing goals

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Securities offered through Cambridge Investment Research. Inc., Member FINRA/SIPC  Advisory services through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. True Wealth Advisors Group, Inc and Cambridge are separate entities . Cambridge does not provide tax or legal advice

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IMPORTANT CONSUMER INFORMATION

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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Cambridge's Form CRS (Customer Relationship Summary)

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Securities offered to residents of: Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, West Virginia, Wisconsin

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©2018 by True Wealth Advisors Group Inc.

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