What To Expect

Clients should expect a methodical series of meetings where Meredith lays out an analysis of what the implications (good or bad) of your current financial decisions – where you are saving money, how you are saving money, tax implications, survivorship implications, etc. Next she spends time educating the client on the nuances of the issues that need to be reviewed. She concludes with a suggested road map that puts the client in a better financial position than when they first met Meredith.

Meredith has invested significantly in technologies to create solid work product and reports for the planning process to illustrate to the client how their existing assets are performing.

If the client chooses to implement the plan with Meredith, they may do so. She has made every effort to offer dozens of insurance carriers and investment companies, so that the very best solution for that client is made available.

This document lays out the options that helps define the capacity in which you work with Moore and Associates.

*Points of Distinction from Other Advisors*
	Financial plan produces clear reports on clients’ existing financial status - balance sheet, retirement tracking, education funding tracking, when to take social security, debt management, Morningstar analysis of existing investments, etc.
	Licensed to offer comprehensive products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also provide products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.# Also, Licensed to offer life insurance, disability insurance, and long-term care insurance.
	Fees are comprised of initial retainer fee to complete plan, plus any commissions derived from plan implementation.
	Consistent client correspondence - Required ongoing reviews {– quarterly, semi-annual or annual, depending on client’s case. In addition, clients receive newsletters, market updates, invites to client appreciation events, etc.
	Multi-person team to prepare your financial plan, manage relationship, coordinate meetings with other advisors such as your CPA and attorney. If other advisors are needed, there is an extensive local referral network available.
	Optional access to online program that updates daily values all financial accounts at banks, broker-dealer, and insurance carriers. Also, holds important documents such as wills, trusts and business operating agreements.
	Behind the scenes correspondence and coordination with your estate planning attorney and CPA, as necessary to properly implement the plan.
	2 locations available to meet – Perimeter Mall or Roswell
	Proven 10 year success track record in investments, insurance and financial plans, receiving awards such as the Life Insurance Awareness Foundation's 2007 Client Service Award.

#Offered by NYLIFE Securities LLC (member FINRA/SIPC).