OK, you’ve taken the first step…you’ve realized that you’d rather not do this alone…now what?
Schedule a complimentary consultation with Larry Moskat, CFP® in our Scottsdale office. Neither you nor RII Advisors are obligated by engaging in an initial meeting. There is no-cost for this.
There are no specific requirements on what must be brought to an initial meeting. The purpose of this meeting is to develop an understanding of the situation and determine whether we would like schedule another meeting. Any shared information is always held in the highest of confidence and is never shared with anyone without your written permission.