90 Day Check-Up | Mallet and Assoc.

Make managing your personal finances easy by registerring for the 90 Day Check-up. We will arrange 4 annual consultations that will provide you with the resources necessary to manage your portfolio to it's best potential.

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A goal setting system that helps to set financial goals every 90 days - a unique process to help you ensure your financial well-being. Services available include:

Analysis of current financial situation
Risk evaluations
Recommendations for possible investment changes to current status
Follow-up appointments to discuss specific investment choices
Unlimited telephone consultations

Also available is a referral group of Professional Alliances including:

Attorneys
Accountants
Bankers
Mortgage brokers
Real estate brokers
Automobile dealers
Contractor services

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