Certificate includes up to 7 hours of the following services from Tri-Star Trust Bank:

• A review and prioritization of your goals and objections


• A summary of your current financial situation, including a net worth and cash flow statement


• A review of your current investment strategy and recommended changes in asset allocation


• The development of a comprehensive retirement strategy


• A written financial plan will be presented to you and reviewed in detail.  it will contain recommendations designed to meet your stated goals and serve as the guide for the action plan for implementation and will become your property upon its presentation to you.