Get Retirement Ready from NFG Wealth on Vimeo.
We will ask a lot of questions on are initial call. It's important that you answer as honestly and as detailed as possible so we can understand the entire picture.
We urge you to ask as many questions as possible but don't worry if you forget to ask us about something. You can always reach back out later.
If after our initial conversation, we mutually decide to move forward, we will send you a request for more detailed information so we can properly craft a plan that is suitable for you.
We will set up a timeline with goals and objectives and a schedule for our monthly meetings, plan updates, and guidelines for next steps.
1612 Westgate Circle Suite 218
Brentwood, TN 37027