We understand that every client’s schedule, location, and preferences are different. Whether you prefer to meet in person, have us come to you when appropriate, or connect virtually, The Bernstein Group offers flexible meeting options designed to make the planning process convenient and accessible.
For local clients, we welcome meetings at our office. For clients throughout Florida, we may be able to coordinate an in-person meeting at your location. For clients who prefer the convenience of a remote meeting, we regularly conduct portfolio reviews, planning conversations, and discovery meetings through Webex, a secure online conferencing platform.
Existing clients can use meetings for portfolio reviews, financial planning discussions, updates to their goals, or conversations around income needs, estate considerations, tax-aware planning, and family priorities.
Prospective clients can also meet with us for an introductory discovery conversation. This gives us the opportunity to learn more about your goals, answer questions, and determine whether our planning process may be a good fit for your needs.
Scheduling is simple. Through our online scheduling links below, you may choose a time that works for you and select a 30-, or 60-minute meeting window with The Bernstein Group, Todd, or Temple. Appointments may be scheduled as either phone calls or in-person meetings. If you would like to request a virtual meeting via Webex, please contact us by phone or email after booking, and we will be happy to send you a link to join the meeting.
To schedule by phone, please call 904.280.4930, or email TBG@Janney.com.
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