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Schedule a Meeting - On Your Terms

Client Centered

We are available to discuss what you want:

  • Complimentary conversation to get to know each other to discover if
    we are a good fit for one another where we share with you our
    capabilities, philosophy and answer your questions about us.
  • Complimentary initial consultation where you share with us your
    needs and learn about us, our capabilities and our philosophy. This
    usually leads to a second complimentary meeting where we follow
    up with our advice.
  • Complimentary conversation to discuss anything that is on your mind
    related to the service we provide – wealth management, retirement
    planning, business succession, or legacy coaching.

We are available to visit where you are comfortable:

  • At your Home or Office
  • At a Coffee Shop, Restaurant, or at a Regus Office nearby
  • Virtually, on-line in a webinar format
  • Teleconference

We are available to visit when you want:

  • We try to accommodate your busy schedule as much as possible and often meet after hours and even on weekends.

Want to Schedule an Appointment? Have a Question? Need to Contact Us?

Thank you!