New Clients

Your First Appointment

Many of our new clients are unsure about what to expect from an appointment with Jeff Vogan, so it will be explained as simply as possible: First of all, it is important to note that no one at Premiere Retirement Planning and Wealth Management values a client relationship based on net worth or account size. Every client is a real person with real feelings, values, and goals.

The staff will do their best to solve any problem that exists, regardless of its size or complexity. The best way to determine the appropriate solution to a problem or concern is to have open, honest dialogue and information exchange between the advisor and the prospective client. It also includes being prepared for each meeting to get the most benefit.

New clients should bring as many of the following items as possible:

  • A copy of your most recent tax return
  • A copy of your trust or will
  • The completed risk analysis and financial questionnaire (provided before or during the first meeting)
  • Recent statements to all your financial accounts Insurance policies or declaration pages outlining coverage in force
  • Any questions, concerns, or goals that you would like to discuss with Jeff

Schedule your appointment by filling out the form below.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Premiere Retirement Planning and Wealth Management. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
Tucson Office
1715 East Skyline Drive, Suite 101 Tucson, AZ 85718
Phone: (520) 780-9059
Mesa Office
2929 North Power Road, Suite 101 Mesa, AZ 85215
Phone: (480) 355-5245
Toll-Free: (800) 313-6659
Fax: (800) 391-7258
Follow us on social media
RSS
Follow by Email
Facebook
Facebook
Google+
http://premierewealthaz.com/our-services/new-clients">
Twitter
YouTube
LinkedIn