We begin with a complimentary consultation to get to know you and your financial goals and dreams. We want to know your complete financial situation and what is most important to you and your family.
We are fee-based fiduciary advisors and want you to know exactly how we are compensated should you decide to move forward.
There is no obligation as a result of this initial meeting. It is intended for us to determine and ensure we are the right financial advisor for you and your situation. Should you become clients, we commit to meet with you on a regular basis to review progress toward meeting your goals and objectives and to make any updates as needed.
Please contact us for a confidential introductory meeting. We look forward to hearing from you.