Many clients arrive at our doorstep courtesy of recommendations from friends, co-workers or family members. A few others kick the tires first by visiting us here online. Sometimes, we get unsolicited inquiries from people who call or send us an email.
The point is, we're pretty easy to meet and even easier to sit down with for a little heart to heart. In fact, we offer all prospective clients an hour of our time, free of any obligation, to shoot the breeze, discuss finances and figure out whether CTS Financial Group is a good fit for you and your particular situation.
When you get here, we will:
Ask you a few questions about your current career, lifestyle, long and short-term goals.
Review your tax returns and do a quick survey of the investment, insurance, mortgage, retirement and estate plans you currently have in place.
Help you fill out an Investor Profile Analysis which will help us determine how much risk you should take with your investments based on your investment timeline, investment objectives and risk tolerance.
Offer you some opinions and options for taking things to the next level if it all sounds good to you.
We feel extraordinarily confident we can design a comprehensive financial plan tailored to your current goals and aspirations. But if you just need someone to do your taxes, we're more than happy to help. Or if all you want is a competent set of eyeballs to watch over your investments or company 401(k), we're all over it. At CTS, we believe teamwork is the best way to solve any financial puzzle, and we’ll work with you to figure out exactly what you need.