Schedule Appointment with Dan Boles, CLCS

Loading...

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:

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.

Continue »

« Change

Name * (required)

First Name * Last Name *

Phone

You will receive a text message reminder before your appointment

Email * (required)