Initial Consultation
Our clients want a relationship with an advisor that....
...they can trust
...they like
...will be there for them when something goes wrong
...will look out for their best interest ALWAYS
...and provides services that meet their needs.
We know that hiring a trusted financial advisor is one of the most important decisions you will make. We do not expect you to choose Hull Wealth Management without first getting to know us. For this reason, we offer you a complimentary initial consultation. We want you to have the opportunity to determine if Hull Wealth Management will fit your needs.
When you become one of our clients, you are forming a partnership with an advisor who listens and understands your needs. You can expect to enjoy your relationship with Hull Wealth Management, as we are always close at hand to offer guidance and advice based on our expertise in the financial field.
During your initial consultation, you can expect to:
- Explore your unique financial situation
- Consider portfolio recommendations
- Organize your finances and prioritize your goals
- Discuss your tolerance for risk
- Adjust your portfolio to the asset allocation that is right for you
What to bring to your consultation:
- Completed HWM Questionnaire
- List of current financial assets and investments
- Most recent investment statements, i.e. mutual funds, IRA, 401k
- Personal and investment income sources
- Current tax return
- Retirement plan information
- Mortgage information
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with Hull Wealth Management, we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.