Schedule Appointment with Dan Boles, CLCS

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As a Financial Services Representative and Small Business Advisor with Dave Grant State Farm, I take great pride in serving the Paulding County community, and surrounding areas, as a trusted advisor and resource. My process for working with clients is simple; I educate, advise, and execute strategies that make an often overwhelming, complicated, and frustrating exercise much simpler and easier.

Why? Because we're here to help life go right.

I look forward to getting to know you, and to working with you. -Dan.

Quantity:

Annual Discount Double Check / Insurance & Financial Review

30 minutes

Scheduling an appointment for an annual Discount Double Check and/or Insurance & Financial Review

Life Insurance Review

30 minutes

Use this option to schedule a brief life insurance review appointment. Must be done in-person.

Financial Planning Intro Meeting

1 hour

During the financial planning intro meeting, we will begin the process of preparing a comprehensive financial plan based on your needs. I will conduct a full fact-based inventory and analysis of your financial portfolio, insurance coverage, and retirement/financial goals. The meeting typically takes 45-60 minutes. There is no charge for the meeting.

Business Planning Intro Meeting

1 hour

During the business planning intro meeting, we will begin the process of preparing a comprehensive risk management plan based on the needs of your business. I will conduct an inventory and analysis of your financials, insurance coverage, and goals. The meeting typically takes 1 hour. There is no charge for the meeting.

30 Minute Phone Call/Meeting

30 minutes

Use this option for networking calls, referrals, general questions, advice, etc.

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