Getting Ready for Our First Meeting

Posted in Alerts

Like a junk drawer in the kitchen, many clients come to us with a hodgepodge of investment products, statements and financial remnants from previous employers. We coined the term "financial clutter" to describe this. We want our time together to be organized and efficient, so logically, the first step is to organize your household information and get it to us. This is your first step in getting serious and winning the future.

We've created a web-based wizard to make it easy to get this to us. Don't worry too much about putting data in every box just get started organizing the financial clutter in your house and your mind! We'll help make sense of it. Are you ready to get started?
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Introductory Questionnaire*
My Parents have special needs
My Parents are in good health
My Parents need me to help them financially.

We will use this information to begin building your retirement plan of action. 

Are you expecting any large sum payment in the future (e.g. Sale of Business, inheritance, etc.)

Lets Get Started

Help us understand where you are and where you want to be


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  • 1 865 379-8200