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Initial Appointment

  • 30 min
  • Free
  • Phone Meeting

Service Description

This is not a sales pitch. It's a chance for you to get to know Jeff and ask questions about his services and fees without pressure or obligation. He will begin the financial planning process by asking about your current situation and your wishes for the future. This initial meeting is free and usually lasts about 30 minutes.

Cancellation Policy

For cancellations, please contact us at least 48 hours in advance.

Contact Details

+ 435-214-1000

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