Existing Clients

45-Day Follow Up Meeting Procedures

  • Pre-45 Day Follow Up

  • Post-45 Day Follow Up

Regular Progress Meeting Procedures

  • Pre-Regular Progress Meeting

  • Post-Regular Progress Meeting

Advanced Planning Meeting: Life Insurance Plan 

  • Pre-Life Insurance Plan Meeting

  • Life Insurance Plan Meeting

  • Post Life Insurance Plan Meeting

Advanced Planning Meeting: Retirement Plan Meeting

  • Pre-Retirement Plan Meeting

  • Post-Retirement Plan Meeting

Advanced Planning Meeting: Long Term Care Meeting

  • Pre-Long Term Care Meeting

  • Post-Long Term Care Meeting

Advanced Planning Meeting: College Planning

  • Pre-College Planning

  • Post-College Planning

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.

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© 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.