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.
Items that may be useful during our conversation:
Earned income, insurance coverage outside of Zavitz Insurance & Wealth, drivers license and banking information if an application is being written.
What you can expect:
1) Update of your current situation, including changes to your assets, debt, family, occupation, income, health, and goals.
2) Review of your current portfolio.
3) Recommendations based on the information gathered.