Fact Finding Meeting

Fact finding meeting- The A.I. Group, Inc. will meet with you as a potential client to discuss your current financial situation, future goals, and what you can expect to receive from your financial plan.  This initial meeting is free of charge, will last approximately 30 minutes, and will be held at a location and time that is convenient for you.  This meeting is a good opportunity to determine if our services are a match with your needs.

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