Prospective Clients
What You Can Expect
We find that everyone needs a financial "checkup." Some need a complete review, while others only need to focus on a particular area such as retirement planning, review of your existing investments, or your estate plan. The common thread with all of our clients is we work to help them feel comfortable about their financial future as a result of our planning. Annual reviews are conducted to help ensure their plans stay on course.
Financial Independence means having the freedom to pursue what is really important to you and your family. The Mohr Group has developed The Mohr Group Advantage to assist you in making your most important financial decisions necessary to help maximize the value of your assets, enhance the quality of your life, and realize your personal and financial goals.
The Mohr Group Advantage results in a personal financial strategy that will bring all of the elements of your financial life into one clearly focused picture. You will feel confident and have "a sense of well-being" knowing you are have a plan to achieve all of your financial goals. We build lasting relationships by objectively providing custom solutions for each client and then tracking your progress toward accomplishing your goals.
The Mohr Group prides itself on the service provided to our clients. Therefore, to ensure excellent service to our existing clients, The Mohr Group selectively limits the number of new clients it retains each year. If we decide to work together, we will want to make sure our investment solutions are appropriate and we meet your initial and on-going expectations.
After learning about The Mohr Group, you may choose to request a consultation. This complimentary initial consultation can easily be scheduled by calling or emailing our office. We will have two primary objectives for our initial meeting:
Financial Independence means having the freedom to pursue what is really important to you and your family. The Mohr Group has developed The Mohr Group Advantage to assist you in making your most important financial decisions necessary to help maximize the value of your assets, enhance the quality of your life, and realize your personal and financial goals.
The Mohr Group Advantage results in a personal financial strategy that will bring all of the elements of your financial life into one clearly focused picture. You will feel confident and have "a sense of well-being" knowing you are have a plan to achieve all of your financial goals. We build lasting relationships by objectively providing custom solutions for each client and then tracking your progress toward accomplishing your goals.
The Mohr Group prides itself on the service provided to our clients. Therefore, to ensure excellent service to our existing clients, The Mohr Group selectively limits the number of new clients it retains each year. If we decide to work together, we will want to make sure our investment solutions are appropriate and we meet your initial and on-going expectations.
After learning about The Mohr Group, you may choose to request a consultation. This complimentary initial consultation can easily be scheduled by calling or emailing our office. We will have two primary objectives for our initial meeting:
- You need to learn about us - you will want to know our philosophies, strategies and capabilities. We will outline how we work with clients and what you can expect during the comprehensive wealth planning process. We will fully disclose our fee structure as it pertains to your individual needs.
- We need to learn more about you - in order to determine how we might best serve you, we will want to know about your financial circumstances, goals, objectives, problems, concerns and what you want out of an advisory relationship. You have certain responsibilities if our relationship is to be a success. For starters, we ask that you take 15 minutes to complete three brief confidential questionnaires in advance of our first meeting and return these questionnaires (via mail or fax) to our office listed below. The questionnaires are:
- The Mohr Group Advantage Initial Questionnaire describes your primary financial concerns and identifies what you are looking for in a financial advisor.
- The Mohr Group Advantage Client Data Sheet provides statistical and contact information about you and your family.
- The Mohr Group Advantage Client Profile helps us determine what your general planning and investment needs may be.
Please return to:
The Mohr Group
12555 High Bluff Drive, Suite 205
San Diego, Ca 92130
Fax to 858-794-9770 - The Mohr Group Advantage Initial Questionnaire describes your primary financial concerns and identifies what you are looking for in a financial advisor.
