It Starts With A Complimentary Initial Consultation

To begin the process we need to learn where you are on the financial spectrum and where you are headed. We will meet with you for a one-hour complimentary initial consultation. This will allow you to check us out to see if we're what you're looking for; this will also allow us to meet you and learn how we can best serve you.

Here are the steps:

1. Contact us to schedule your complimentary initial consultation.
2. We will send you a checklist of subjective financial information you will want to bring with you for your initial consultation.
3. We will meet with you for a one-hour consultation.
4. If we both agree that we can help you with meeting your financial objectives, we will execute an agreement to begin.

That's all there is to it.

If you'd like to schedule a complimentary initial consultation, please contact us.

Frederic V. Flower, CFP, CPA Tel: 410-571-8390 Thomas J. Desiderio, CFP, CPA Tel: 410-573-9580 Securities offered through Medallion Investment Services, Inc.* Tel: 410-544-8400 Member FINRA/SIPC Investment advice offered through Medallion Advisory Services, LLC* Registered Investment Adviser Insurance products offered through Medallion Insurance Services, LLC* *Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group

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