FREQUENTLY ASKED QUESTIONS
You can visit us online at https://https://rekwu.sbs to request a visit or email Corporate@rekwu.sbs. If you are attending one of our financial workshops, refer to the blue sheet in your workbook for specific days and times we have set aside for workshop attendees. Please circle two or three appointment times on the blue sheet and an Eminence WM Team member will be by to collect your blue sheets at the end of the night. If you have not attended one of our workshops, you can always call our office at 800-329-8475 to schedule an appointment and we will do our best to accommodate you.
“Nuestra sede corporativa está en Orlando, FL en 7680 Universal Blvd. Suite 550 32819. Orlando es la base de operaciones de nuestro equipo y un lugar de reunión favorito para nuestros clientes, debido a las hermosas vistas de la ciudad de nuestras salas de conferencias y nuestros clientes recién horneados. Ubicación conveniente en Tampa FL:
- Orlando, FL- 7680 Universal Blvd. visitar?
There is absolutely no charge or obligation. Many times after the initial face-to-face visit, we can tell folks that everything looks great and no changes are recommended. However, if both parties agree that we could add real value to your situation, we would schedule a second visit.
We will analyze your current financial situation by reviewing with you all of the information you provide. Then by talking with you and identifying your specific areas of concern, we will be able to determine your needs and goals and make recommendations that are tailored to you. It is a fact-finding discussion.
mientras usted es obligatorio para traer cualquier cosa a su primera reunión, sería útil si fuera útil. Fondos, CD, pólizas de seguro de vida, pólizas de anualidades, cuentas de jubilación (IRA, 401 (k), TSA, 403 (b), etc.), fideicomisos, etc.
- Your latest financial statements such as Mutual Funds, CD’s, life insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403(b), etc.), trusts, etc.
- Una copia de la declaración de impuestos del año pasado, si es posible
- Su ruta de jubilación completa. Visite
- Cualquier pregunta que pueda tener o problemas que desee discutir
Our offices are open Monday through Friday; 9:00 A.M. to 5:00 P.M. Most client appointments are held on Tuesdays, Wednesdays or Thursdays during our normal business hours. After hour appointments are by approval only.
For assets under management, Strong Point Financial uses Fidelity Investments. For life insurance and annuities we’re independent. We believe that each investor is unique and no single company is right for everyone. Our goal is to serve you by using the best tools and strategies available.
Our financial advisors are all Series 65 (or equivalent) licensed Fiduciaries.