Hi, I am Bart Schannep.
This video is about our first meeting, which is about getting to know each other
For our first meeting, please bring current statements of any and all investments accounts, 401(k), IRAs, annuities or whole life policies, and any educational accounts that you may have.
We will be talking about you: what you have, what you want, and how best to get there.
It might also be a good idea to bring a Balance Sheet and Investment Questionnaire, to put things into perspective.
There is no obligation nor cost for this first meeting. I look forward to meeting with you.