Pre 1st Meeting

Our team has been advising clients for decades, in many cases we have worked with four generations within just one family. We have experience. Experience brings valuable insights to

helping you make smart financial decisions.

But we're not here to talk about us; we're here to get to know you. So, if you're coming in for the first time, here's what you can expect:

Our initial meeting is all about you. We believe that financial planning needs to start with your goals, your concerns, your experience with investing, and why you reached out to us in the first place. This gives us both clarity to see if we're a good fit. Once we understand your financial goals, we'll follow up with suggestions tailored to your unique needs. If it makes sense, we move forward and put your plan into action!

After 45 days, we follow up to monitor your progress and answer any questions. Your financial journey doesn't end with a single meeting. We'll continue to meet often as necessary to keep your financial plan aligned with your evolving goals.

Your finances can sometimes feel like a puzzle with pieces scattered all over the place. We're here to help you bring it all together, giving you a clear picture of your assets, liabilities, and where your investments may be costing you.

People often light up when seeing their financial picture our screen, consolidated all in one place. It gives a sense of clarity, sometimes for the first time.

Getting started is easy. Just gather your investment statements, tax returns, life insurance policies, social security information, and other financial documents and give us a call!

We want you to feel comfortable coming into our meetings because that's what we're all about, helping you secure your financial future. We look forward to meeting you.

Any opinions are those of Rabadeau Wealth Group and not necessarily those Raymond James Financial Services, Inc., or of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.