Thank you for stopping past our website. We want to help you build a better tomorrow while living your best Financial Life Now!
James R. Veal RFC™
Discover the Beauty of Financial Serenity
How can we work together?
Taking the time to meet with us is an important initial first step in our process. Our 45-minute complimentary consultation is an ideal time for us to learn about you, your short and long-term goals, and dreams. In this casual session, we will engage in a cursory review of your current financial life, explore potential opportunities, define gaps and discuss general strategies – resulting in a mutual sense of what it may be like to work together. You will also gain greater insight into your personal situation.
Professional guidance in bringing to light your life goals and priorities
Sound and objective financial advice, personalized to your investment objectives
Precise details about our solutions, benefits and costs
Prior to the Session:
Jot down questions regarding your current situation and areas of potential concern
Bring account specific statements, tax returns and any budget detail you may have
Gather your ideas regarding future short-term and long-term aspirations and financial goals
Are you ready to discuss whether we have the right solution?