LONG DISTANCE RETIREMENT PLANNING
Worried that you don't live near one of our branch offices? You have nothing to fear! We are well equipped and comfortable working with you from a distance. We have clientele all over the country (and world), and have established systems to work with you wherever you are located.
Don't let location prevent you from making one of the most important decisions of your retirement.
The Planning Process
The St. George office of Consultus is equipped to work with you, regardless of where you live in Utah. We also work with clients from other states, as well as some residing beyond U.S. borders. Whether across town or hundreds of miles away, our associates will complete the 5-Step Financial Planning Process with you. Some meetings may be conducted via telephone (brief discussions) or Skype (longer discussions). Typically, our associates travel to your residence for the Data Gathering meeting. Usually, our clients travel to our office in St. George for one or two of the meetings, depending on distance and plan complexity. Much of the monitoring can take place, virtually, although we do like a face-to-face meeting at least once every two years.
Our long-distance clients receive the same time, attention, and service as our clients in the St. George area. The only difference is that many of our meetings take place online instead of in our office.