I have never worked with a professional broker before. How does the process work?

At your first meeting, a Northfield Investment Services representative will provide a complimentary review of your financial situation, your investment goals, your tolerance for investment risk, and your time horizon to meet those goals.  At your second meeting, a personalized plan will be presented for your review. If you approve of the investment plan, your assets will be transferred into the investments that have been selected. You will receive regular investment statements and updates on your account.