Vital Plan, Inc.
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Shelly Ballard
Go to About Us for more information
How long will out first meeting take?
About 1 hour.
Am I under any obligation?
No. You are never under any obligation. In fact, I never transact
business on the first meeting.
What do we talk about during the first meeting?
I start by getting a clear picture of you...
Provide for a disabled child?
Max out your income for trips?
Sending kids or grand kids to college?
Leaving a legacy to family or a favorite charity?
What services do you provide?
grandchildren monthly checks well into the future.
The main purpose of our first meeting is to see if we want to have a
second meeting. You can find out if you are comfortable working with
me. I can find out if there is anything I can help you with. If neither
party feels it will be beneficial we will not have a 2nd meeting.
If both parties agree, we will schedule a 2nd meeting.
What happens at our 2nd meeting?
We review what we talked about, make sure we are both on the
same page, on your goals and your priorities.
I will offer suggestions on solutions to meet your goals for life and
retirement. We will discuss all options, then you go home and decide if
you want to proceed with any changes.
If yes, we will have a 3rd meeting to do applications and paperwork.
If not, we will part friends. Perhaps you will be ready to implement
changes at a later time.
Do you ever charge a fee for a meeting?
No. I never charge a fee at any time. I get paid only if I can create a
plan that you find suitable and are completely happy with. Then I am
paid by the company that provides the product you are purchasing.
There are no out of pocket charges to you.
What products do you offer?
I offer a full scope of products from top companies, such as IRAs,
annuities, life insurance, long-term care insurance and ID Theft Protection.
What do I need to bring?
It is not necessary to bring anything. However, clients have often found it
helpful to bring their tax return and current financial statements.
Do I work with one of your assistants?
No, you will always work directly with me.
Contact us today to schedule a stress-free consultation and you will
receive a free book entitled The Real Truth about Annuities by Steven
Lewitt and Matthew Tarkenton during your first appointment.
About 1 hour.
Am I under any obligation?
No. You are never under any obligation. In fact, I never transact
business on the first meeting.
What do we talk about during the first meeting?
I start by getting a clear picture of you...
- what do you want out of life?
- of retirement...?
- What are your goals and priorities?
Provide for a disabled child?
Max out your income for trips?
Sending kids or grand kids to college?
Leaving a legacy to family or a favorite charity?
What services do you provide?
- We can do an analysis to see how your assets are balanced for risk.
- We can do an income generation plan to see how your money
- We can do a STRETCH IRA analysis to determine the impact your life
grandchildren monthly checks well into the future.
- We can do a needs analysis for long term care needs.
- We will discuss whatever is a priority for you.
The main purpose of our first meeting is to see if we want to have a
second meeting. You can find out if you are comfortable working with
me. I can find out if there is anything I can help you with. If neither
party feels it will be beneficial we will not have a 2nd meeting.
If both parties agree, we will schedule a 2nd meeting.
What happens at our 2nd meeting?
We review what we talked about, make sure we are both on the
same page, on your goals and your priorities.
I will offer suggestions on solutions to meet your goals for life and
retirement. We will discuss all options, then you go home and decide if
you want to proceed with any changes.
If yes, we will have a 3rd meeting to do applications and paperwork.
If not, we will part friends. Perhaps you will be ready to implement
changes at a later time.
Do you ever charge a fee for a meeting?
No. I never charge a fee at any time. I get paid only if I can create a
plan that you find suitable and are completely happy with. Then I am
paid by the company that provides the product you are purchasing.
There are no out of pocket charges to you.
What products do you offer?
I offer a full scope of products from top companies, such as IRAs,
annuities, life insurance, long-term care insurance and ID Theft Protection.
What do I need to bring?
It is not necessary to bring anything. However, clients have often found it
helpful to bring their tax return and current financial statements.
Do I work with one of your assistants?
No, you will always work directly with me.
Contact us today to schedule a stress-free consultation and you will
receive a free book entitled The Real Truth about Annuities by Steven
Lewitt and Matthew Tarkenton during your first appointment.
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| What will our meeting be like? Below is a list of questions people often ask before our first meeting along with my answers. I hope you find them valuable in helping you understand how I work and what to expect when we get together. By making you comfortable we can get started working together to build your sound retirement. |
Meeting
Vital Plan, Inc.
The above is not intended as legal, tax or financial advice. Please contact an advisor for guidance for your personal situation.
Contents subject to change. Every attempt has been made for accuracy, however, we are not responsible for errors in text.
Contents subject to change. Every attempt has been made for accuracy, however, we are not responsible for errors in text.
Shelly Ballard, CSA
Tarkenton Financial Representative
St. Petersburg, FL
Cell: 727-417-6107
shelly@vitalplan.com
Tarkenton Financial Representative
St. Petersburg, FL
Cell: 727-417-6107
shelly@vitalplan.com
Copyright 2008, Vital Plan, Inc. All Rights Reserved
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