Meeting Documents

A course of action is nothing if it’s not properly executed. That’s why we’re with you for the long haul. Once the right strategy has been formulated for you, we can help you put it into action. As your family grows, career changes, or retirement nears, we’ll be available to help you adjust and adapt your plan to the inevitable changes life presents.

At Ferguson Financial Group we make the process of building our relationship as seamless as can be. We understand that often times documents are with different agencies or buried in file cabinets and often times it takes a bit of time to gather all the necessary documentation to fully create a customized wealth management plan. Please take a moment to download our document checklist and during our initial meeting we can identify a collaborative timeline to best suit your needs.

We look forward to working with you in preparing for all the challenges and rewards the future presents.


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