What Should I Bring To A First Meeting?
Nothing. The first meeting is discovery, helping you define your goals and transition from general goals to more specific targets. Todd will also be honest about our ability to help with those goals, because he wants your success almost as much as you do.
As an independent Advisor, Todd isn’t out to sell any one product, or group of solutions. This first meeting is not a sales pitch. Neither are the other meetings. There is no fee to talk with Todd, and his advice is given without obligation.