Post-Discovery Meeting

Objective:  Gather all information for our vault of information to better give direction. 


  • Step 1: After the meeting, send out the template below to confirm the next appointment you have already scheduled for the Investment Meeting. 

 Email Template to send: Discovery Meeting Confirmation Follow up :  

Scheduled within 24hours of meeting. Includes a formal greeting & 2 financial key goals. Next date and time for meeting is set up. 


Documents to be attached to the Discovery Meeting follow up email and sent within 24 hours of scheduling the Investment Plan Meeting. Generic Docs, No Names & No Signatures needed. Make sure registered in email & Redtail  



Boston, MA:

636 Great Road,

Stow, MA 01775


Las Vegas, NV:

1180 N. Town Center Dr., Suite 100 
Las Vegas, NV 89144


Corporate Office - 

Los Angeles, CA:
6200 Canoga Ave., Suite 202

Woodland Hills, CA 91367

Tel. 818-888-4646

Fax. 818-888-4647

Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

  • Facebook
  • LinkedIn
© 2020

This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Premier Wealth Advisors, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.