{"id":123,"date":"2014-02-27T08:53:58","date_gmt":"2014-02-27T15:53:58","guid":{"rendered":"http:\/\/gpswp.com\/nffinancial\/?page_id=123"},"modified":"2018-04-09T07:22:55","modified_gmt":"2018-04-09T14:22:55","slug":"bring","status":"publish","type":"page","link":"https:\/\/gpswp.com\/nffinancial\/bring\/","title":{"rendered":"What to Bring"},"content":{"rendered":"
Thank you for the opportunity to earn your business. This could be one of the most important steps to secure your retirement and leave a legacy for your loved ones.<\/p>\n
Our first meeting is to simply gather information and review your financial situation and concerns about asset preservation, investments, life insurance and long-term care insurance. Our purpose is to provide you with a second opinion regarding your “financial security.”<\/p>\n
Please ensure you have the following information for our first meeting:<\/p>\n
All information is kept STRICTLY CONFIDENTIAL. After our first meeting, we will prepare personalized reports and recommendations based on your unique retirement goals.<\/p>\n
I look forward to forming a long-term relationship based on trust and mutual respect.<\/p>\n
* Only a qualified Estate Planning Attorney can advise you on the need of estate planning documents.<\/p>\n","protected":false},"excerpt":{"rendered":"
Thank you for the opportunity to earn your business. This could be one of the most important steps to secure your retirement and leave a legacy for your loved ones. Our first meeting is to simply gather information and review your financial situation and concerns about asset preservation, investments, life insurance and long-term care insurance. […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\n