Amy is a licensed fiduciary, which means she is required by law and license to put her clients’ financial interests above her own. She is not licensed to accept commissions on any of the securities she recommends, which means that Amy acts in a Fiduciary capacity, offering what is best for the client. She holds a Series 65 securities license as well as life, health, disability and long-term care insurance licenses in North Carolina and Florida. Amy is also a flight attendant with Southwest, e138478.
Complete 3 forms: Confident Client Profile, Asset Allocation Questionnaire (aka Risk Tolerance Survey) & Financial Planning Contract –We will email the forms to you, along with a secure Sharefile link. Upon completion you will upload the forms to us via the secure Sharefile link.
($1,250 due upon signing, balance due upon the plan being presented. We accept credit/debit cards only. Presentations are made via GoToMeeting unless otherwise agreed upon by Amy Blair Lawson.) *Cost can vary depending on the client's unique situation and is determined by the extent of the services included.