Skip to main content

(864) 583-1476 cpa@elliottpainter.com Client Login

  • Home
  • About 
    • Our Value
    • Our Team
  • Services
    • Tax Services
    • Accounting Services
    • Consulting Services
    • Other Services
    • Wealth Management Services
  • Resources
    • Client Login
    • Market Commentary
    • Tax Calendar
    • Initial Meeting Checklist
    • Annual Review Meeting
  • Contact

    You are here

  1. Home
  2. Resources
  3. Annual Review Meeting

Annual Review Meeting

What has changed?

  • Review changes in job, family changes, goals, etc.
  • Any anticipated changes in the next 12 months? (example: retirement)
  • Assess short-term, long-term goals

Statement review

  • Discuss investment performance and progress

2015 Outlook

New issues & moving forward

  • Non-investment review
    • Insurance, Legacy, Philanthropy, Education

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

  •   390 E Henry Street, Suite 203, Spartanburg, South Carolina 29302
  •   (864) 583-1476
  •   cpa@elliottpainter.com

Contact us

Securities offered through 1st Global Capital Corp., Member of FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.  We have individuals licensed to sell securities in the states of FL, GA, NC, & SC. This is not an offer to sell securities in any other state or jurisdiction.

© 2019 Elliott & Painter. All rights reserved.

Website Design For Financial Services Professionals