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Client Relationship Tools

  • 2 hr
  • 3,000 US dollars
  • Customer's Place

Service Description

You and your Shabazz Financial advisor will establish an important connection. You’ll work on your financial issues and goals with a partner who: helps you discover your long-term goals and aspirations; will help you build a plan to achieve those goals, tailored to fit your present situation; will work with you to adapt your plan as your life grows and changes; can help you and your family navigate the changes across life stages; can help you understand and apply appropriate investment solutions and financial products; will offer thoughtful options and guidance; understands that it’s your money and your future, so it should be your personal plan

Contact Details

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