Misty Slopes

Free Financial Assessment

WHAT: A free assessment of your current financial situation and retirement projections. We will provide a one page summary with insights into key areas of your finances including retirement projections and your investments.

WHY: To help you evaluate the value of our services and make an informed decision about hiring our firm for a long term engagement.

WHO: Individuals and couples who are looking for help with any of the following: managing investments, getting serious about planning retirement or looking for ways to be smart with their long term tax planning.

No cost or obligation

See the value we can provide to you.

Quick 15-30 minute phone call

Get to know each other

Summary report 

Insights on current finances, retirement and investments

Your Free Assessment

1.

Schedule a quick introduction call to get to know each other.

3.

Have a second meeting to understand your goals, concerns and learn more about you.

5.

Review summary with you.

2.

Provide information needed to perform assessment.

4.

Perform analysis and create summary.

6.

Decide whether to enter into financial planning agreement.

© 2020 by 7th Street Financial

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7th St. Financial Inc. (“7th St. Financial”) is a registered investment adviser offering advisory services in the State of Minnesota and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by 7th St. Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of 7th St. Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.