Schedule a Family Meeting

During the holidays, many families get together, not only to celebrate, but also to discuss plans for the future. Schedule a Family Meeting while everyone is together to help make progress on your family discussions about future financial plans and to help build strong relationships between your beneficiaries and your team at Investment Answers.

We are able to meet in person or virtually. We have been using Microsoft Teams for virtual meetings, and it’s very easy.  You don’t need to download anything. We send you an email, and you click the link to join the meeting on the web.

Send us a date and time that will work for you and your family and we will get you scheduled with Travis.