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.