FSG Client Introductory Meeting Kit

Please click on the following pages as an introduction to FSG Wealth Management:

• About FSG Wealth Management – our services, mission statement, and values
• Chris Cahill Profile – summary of my experience and professional designations
• Portfolio Questionnaire – snapshot of your current financial picture
• What Our Clients Say – testimonials from a range of clients
• The Financial Security System™ – overview of our proven wealth management process
• Parking Directions

Things To Bring To Our First Meeting:

When we meet, we will need to collect information from you that will enable us to gain a detailed understanding of your current financial situation. To assist us with this process, please bring the following information along with you to our first meeting:

• Your personal tax return from the latest year
• Investment statements or a list of all your investments
• Life insurance contracts
• A list of assets
• Copies of wills and powers of attorney
• Business or shareholder agreements
• A copy of your previous financial plan, investment policy, and/or portfolio recommendations
• Completed Portfolio Questionnaire