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What can you expect?
Please have a general understanding of your current financial situation and please invite anyone else who you feel would be important to attend.
Typically, after this call 1 of 3 things will happen:
1. Your questions will get answered, we’ll give you the advice you are looking for or we’ll help point you in the right direction if we are unable to directly help.
2. You may feel that for whatever reason you changed your mind and don’t feel like we’d be a good fit, which that’s OK! We’ll part as friends, and we always have an open door policy should something change in the future.
Alternatively, there are times when we determine that we don’t feel we’ll be able to help or that how we serve our clients will be in your best interest.
If that’s the case, we will let you know and with your permission suggest an alternative route.
3. We mutually feel that it makes sense to continue our conversation and talk further.
If we both feel that that’s the best next step, we’ll leave the last few minutes of the call to discuss how to go about doing that.
Why should I work with Beneficial Wealth?
To help you keep more of what you’ve earned, grow your wealth efficiently, and stress less about the future. We provide personalized, tax focused planning with clarity and care to simplify your wealth – always putting your peace of mind first, so you can move forward with confidence and control in every financial
decision.
Everyone deserves to enjoy retirement on their terms, with the freedom to protect and grow what they’ve earned, and the confidence to go do that thing they’ve always dreamed of – and we’re here to help make it possible.
What Does Working With Us Look Like?
A clear and supportive process designed to simplify your financial life and give you confidence at every step.
Frequently Asked Questions
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