Absolutely nothing! Our initial consultation is cost and obligation free. Our goal is to get to know each other and determine if we’re a good fit. If we feel that we are, then we can go from there.
A Fiduciary Financial Advisor is an advisor that is legally required to put the best interests of their clients ahead of their own. A Fiduciary advisor cannot make a trade at the expense of their own clientele.
Here at Goal Line Capital, you are not just a number to us. We meet with you one-on-one to create a customized plan tailored to your specific needs.
The simplest answer would be – no, you don’t actually NEED one. In the same way that you don’t NEED a trainer or a nutritionist. But it definitely can make things easier for you. You’re too busy living your own life instead of doing the hours of research necessary formulating wealth accumulation strategies. That’s OUR job – we have the education, the experience, the will and the wisdom to help set you down the right path.
We take on clients from all walks of life. Schedule a meeting today and see if we make a good fit.
Whatever method is most convenient for you. We’re avid Zoom users, also chat on the phone and love to meet in person.
Great! Just click the button below to schedule a zoom call, phone call or an office visit. We look forward to meeting you!
