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Get the most of your time with Dustin! The goal? See if jazzWealth is a good fit for you, and maybe some helpful advice as well. Here's how you can prepare:
Questions Dustin may ask:
- Age of you and your spouse?
- What you are investing for?
- Any current investments?
- Current occupation?
​- Any previous investing experience?
Questions you might ask:
- How will jazz manage my money?
- How is jazz better than others?
- How do I get the most out of jazz?
- How safe is my money?
- What happens if I don't want to use jazz anymore?
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Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.
 
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