Personal Focus Plan
Whether your focus is on one particular area (such as retirement income planning) or much broader, our Silversage Personal Focus Plan offers you a plan that answers your questions, helps achieve your goals and keeps you on track. Our goal is to simplify complex decision making while offering as much depth and detail as your require.
Discovery Meeting
Complete discovery process
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Investment Plan Meeting
Presentation of investment plan and policy
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Mutual Commitment
Confirmation of commitment
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Orientation Meeting
Organization of paperwork and introduction to Private Client Site
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Regular Progress Meetings
Review of progress and implementaion of the Advanced Plan
