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Our Process
The Engagement and Discovery
 

We discuss our unique consulting process, what you can expect from us, and our estimated fees based on what you want us to help you with. We gather as much pertinent information as possible, allowing us to create a financial game plan that is unique to you. We discuss your current financial situation, your goals and objectives, and available resources.


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©2005 Koss Olinger Financial Group, Inc. All rights reserved.
2700-A Northwest 43rd Street, Gainesville, Florida 32606, Phone (352) 373-3337 or 1-800-373-3302
Securities offered through ValMark Securities, Inc. Member FINRA/SIPC.
Advisory Services offered through Koss Olinger Consulting, Inc.
An SEC Registered Investment Advisor.
Koss Olinger and ValMark are separate entities.
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