844-840-6700 support@samlaw.com

Individuals

We love working with people. In our relationships, we hope to work with others who share our appreciation of honesty and hard work. Most of our experience comes from working with business owners, physicians, attorneys, and others who spend most of their time serving other people.

During our first meeting, we will:

Get to know you by asking questions about your finances

Determine where we can and cannot help

Define your risk tolerance

Ensure that you have key documents like a will and life and disability insurance

Talk about setting your investment goal

In our follow-up meetings, we will:

Provide encouragement through the ups and downs

Maintain quick response times for all of your questions

Provide continued financial education for you and your loved ones

Talk through succession and inheritance

Make a plan to meet any new twists in the road