First Senior Financial Group

Crash-Proof Retirement with Phil Cannella on the 10! Show

3-Appointment Process

Our Unique 3-Appointment Process

At First Senior Financial Group, we believe that it takes more than one consultation to serve our clients with truth and accuracy. That's why we never make any recommendations until at least the third visit, after our non-commissioned, salaried design team has had a chance to thoroughly review and analyze your current financial position, as well as your goals, estate planning needs, long-term care concerns, tax situation, and more. At your third appointment you'll receive your Navigator Retirement Protection System^™, which presents our comprehensive recommendations in a clear, easy-to-read format.

Here's what you can expect at each visit.

First Appointment: Evaluation and Education
On your first appointment, you'll meet with one of our highly trained elite advisors. Be sure to bring your financial statements, your questions and concerns, and any advisor or family member that you wish. We will answer all of your questions, and explain our process. We'll then give you an idea of how we can help you achieve your dream of a secure retirement.
Second Appointment: Examination and Engagement
If you decide to engage with us, our non-commissioned, salaried design team will review and analyze your full financial data, and create a personalized Navigator Retirement Protection System^™ detailing our comprehensive plan for you. This process takes us approximately 18 hours to complete.
Third Step: Your Navigator Portfolio Management System^™
At the third appointment, you will see your customized, federally-trademarked Navigator Retirement Protection System^™. It will offer recommendations for your income, estate planning, and long term care needs, while taking into account your tax situation and goals. We'll present the Navigator to you and you'll decide if you want to implement the plan and begin realizing the benefits.

Remember, you'll never get recommendations at your first consultation—we think it's important that our advisors get to know you and your unique situation. A proper diagnosis depends on careful analysis, and that's what we provide for each and every client.

And if you're concerned about making financial decisions on your own, bring anyone you choose to your initial consultation—your child, sibling, or even your current financial advisor!

Click here to take a Personal Financial Checkup and make an appointment today!