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Client Issues

Client Issues

Your initial experience as a client in working with BayRock is very important to me. Your experience sets the stage for what your should expect in the future from BayRock. One way to enhance your initial experience is to ask the right questions to identify your specific planning needs and opportunities.

In this checklist, we focus on important questions to ask to identify possible planning opportunities for you and your family.

Here are Some Examples:

  • Future (or recent) life events that occurred
  • Impact of previous marriages
  • Saving or distribution strategies
  • Cash levels that exceed FDIC limits
  • Debt to income ratios for future lending purposes
  • Future inheritances or expenses related to caring for a loved one

Download your Client Meeting Agenda HERE.

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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BayRock CFP® Professional

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