Referral

First, we want to thank you for visiting our site to learn more.  We are very proud of the firm we have built helping clients  work towards their financial goals and aim to help maximize their potential.

In our first meeting, we simply want to get to know each other and determine if we are a good fit.  There is no charge for this meeting and at the conclusion, if we are a good fit, we will detail the process and cost to work together.

It is helpful if you could bring one or more of these items to our meeting to review:

1. Investment Statements (including 401(k), IRA, ROTH IRA, Non-IRA, etc…)
2. Pension Statements if you have a pension
3. Prior year tax returns if possible
4. Will/Estate Plan if you would like us to review

Thanks again for giving our firm consideration.  We look forward to meeting you. 

To schedule a meeting, click here to have an Advisor contact you.