TAKE THE NEXT STEP. SCHEDULE A DISCOVERY SESSION.
What is it
This is a complimentary conversation to determine where you are financially, and where you likely need to be for a secure future.
How long will it take
The Discovery Session is a one-hour-or-so meeting to address a pressing need, or begin the planning process.
Where we are
Our offices are conveniently located in Greenwood Village, Colorado Springs, and Loveland. We also have the ability to video teleconference.
How it starts
Fill out the form below to schedule a Discovery Session. We’ll be back in touch within 24 hours to set a time that works best for you.
Your Discovery Session
Presidential Wealth Management reflects a shared passion specifically to address the changing realities of what financial guidance and retirement now means. We bring you sophisticated ways to help you prepare for what may be the most important period of your life.
A Discovery Session is the best method to determine if we are the right fit for your financial needs. The Discovery Session is a one-hour-or-so meeting to either address a pressing need that is on your mind, or where one of our professional financial advisors may begin the Presidential planning process with you. We begin by looking at your life’s goals, resources, and income to produce a picture of what you can expect your retirement to look like.
Our financial advisors are skilled at helping you sort out the details with confidence. We can help you make better-informed decisions about your benefits, retirement accounts, and the application of your assets using our financial planning process.
Let’s approach the session as an opportunity to get to know each other and see whether we share the goals, values, and approach to retirement planning that could lead to a lasting relationship.
Frequently Asked Questions
This is a complimentary conversation to determine where you are financially, and where you likely need to be for a secure future.
A Discovery Session is a time for you to discover who we are and a chance for us to get to know you. Sometimes the first meeting may take only an hour. However, we will take the time to understand you and your personal situation. We treat everyone with respect and fairness. Intricate scenarios, such as high-net-worth families with complex needs, receive the appropriate time and insights needed to help build a lasting strategy.
Basic financial information—but the more detailed the better: IRA, 401(k), investment account information, business interests, real estate holdings, Social Security information for example.
We abide by strict financial industry regulations to maintain the utmost privacy. See our complete Privacy Policy and other important information on our webpage, PresidentialWM.com.
Unlike many firms we have options which include both one-time only charges and/or fee-based strategies. Much depends on the recommended solutions, whether they are insurance, mutual funds, annuities, professional money managers, etc.
The Discovery Session should give you a good picture of your individual case, but implementation of a plan is an ongoing process and should be reviewed regularly.
You and your advisor maintain communications based on your needs and changing circumstances.
Typically, you will work with one financial advisor—or possibly a team of advisors—unless special areas of expertise are needed. We do not have a “call center,” and you will always be treated as an important individual.
Our interests are you. We have a full range of financial approaches, products, and strategies which exceed almost all other firms. But the most important element is that you will be treated with respect and are always important to us.
Keep in mind that we would be making commitments to one another. Our goal is to help you plan for the long haul. Your commitment would be to keep us up to date on your financial picture, goals, and changing life scenarios.
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