If you are considering becoming a DeSERANNO client but are not yet sure, the DeSERANNO Financial Review is an excellent way to sample our services. It offers an opportunity to get valuable advice on your financial issues and to become more comfortable with us. Plus, the cost of your DeSERANNO Financial Review will be applied against our initial retainer fee if you decide to become our client within 10 days of the completion of your review.
The DeSERANNO Financial Review is a two-hour meeting with a CERTIFIED FINANCIAL PLANNER™, who will review and will make make recommendations regarding your choice of up to three of the most important areas of your finances (as time permits). Suggested topics of your choice include but are not limited to:
- Retirement plan review
- Children’s college funding plan review
- Tax strategy review
- Legacy/end of life strategy review
- Risk management review (current insurance vs. needs)
- Debt management review
- Asset allocation/risk profile review
- Investment quality, performance and cost review
- Analysis of current costs incurred for financial advice
- Other related topics
Before your DeSERANNO Financial Review, we will gather pertinent information from you to help make our time together more efficient. You will receive a summary of recommendations and options after your DeSERANNO Financial Review. You then are free to implement our recommendations yourself or through another financial advisor. There is no further obligation on your part or DeSERANNO’s part.
Payment of the first half of the fee for your DeSERANNO Financial Review is due at the time your appointment is scheduled; the remainder is paid when you arrive for your appointment. There are no refunds. This offer is limited to one per customer. It is important to note that the DeSERANNO Financial Review is not a full financial plan. It is a brief overview of your financial progress and a review of limited aspects of your financial situation.