CHOOSE HOW WE WORK WITH YOU
Insurance Protection
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Client Value: Ideal for potential clients interested in learning about the services provided by The Garback Agency, and existing clients who have not reviewed their accounts with us in a year or more.
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Depth of Analysis: 45-minute phone call with overview of TGA and our offerings, education on products and services interested in, and review of existing accounts advised by our firm.
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Recommendation: Within 48 hours after phone call, clients will receive an email with a summary of their discussion and the suitable products and services recommended by the advisor. A designated specialist will follow up with you.
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Follow Up: Reach out to us with questions or concerns any time. We will follow up with you to create an action plan until we receive a response with your decision.
Wealth Management
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Client Value: Ideal for potential and existing clients who have a desire to have ongoing monitoring of their investments.
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Depth of Analysis: Minimum of one required annual review. Ongoing support and advisor management of your accounts.
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Recommendation: Within 48 hours after phone call, clients will receive an email with a proposal and next steps.
Financial Planning
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Client Value: Ideal for potential and existing clients seeking a holistic, objective plan for a successful future.
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Depth of Analysis: Minimum of three face-to-face or video meetings. Ongoing and in-depth financial planning custom-tailored to your individual needs.
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Recommendation: Extensive communication with you and advisor to execute the financial plan delivery.
