Plan Presentation Meeting

Plan presentation meeting – The A.I. Group, Inc. presents our clients’ with a final customized comprehensive financial plan.  This meeting will last approximately 2 hours and will be held at a location and time that is convenient for the client.  At this meeting The A.I. Group, Inc. delivers a hard copy document and an electronic copy of the financial plan that is ready for implementation.  We will educate our client about our strategies and recommendations within the plan.

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