Thanks for Scheduling your Appointment!

 

Confirmation of the date, time and location will be emailed to you momentarily.  You will also receive a reminder 24 hours prior to our appointment.

 

What you can expect:

  • General update, including financial goals and objectives.  Changes to your assets, debt, income, occupation, family and/or health
  • Review your current portfolio
  • Recommendations

Information that may be useful during our conversation:

  • Earned income
  • Financial products outside of Zavitz Insurance & Wealth
  • Driver’s license
  • Banking information

 

During our conversation, confidential personal information may be disclosed.  To read our privacy agreement, please click here.