Elwell and Spain | Wills and Trusts
Let us protect your legacy

New Client Page

Welcome

Jessica & Brent Williams

Welcome to your meeting site. We are excited about our meeting on June 6th at 2:00 pm. Below you will find an agenda for the meeting (let us know if you want to add a topic). To the right is our office address and map to the office. 

               AGENDA

  • Review Student Loans
    • Aggressive Pay-Down Strategy
  • Review Current Investment Accounts
    • Management Strategy for Accounts
    • Contributions to Retirement
    • Possibility of 529 Plan
  • Review Insurance Needs
    • Malpractice Insurance
    • Disability Insurance
    • Umbrella Insurance
  • Next Steps
    • eMoney Setup
    • Letting the Dust Settle
    • New Goals
  • Sign-Up

Our Office

2500 Boardwalk Street
Suite 207
Norman, OK 73069