Can I Meet With You at No Obligation?

Can I Meet With You at No Obligation?

Yes. We would like to offer you a FREE, one-hour private consultation – at absolutely no obligation to you. We’ll begin with a brief phone conversation to understand your current situation and objectives, and share with you our thoughts about the meeting.

What do I bring to the first meeting?
When you come in for your consultation, we’ll ask you to bring your latest financial statements (banking, investments, employer provided retirement plans, etc.) and a current tax return. We’ll review this information and discuss income sources, retirement plan contributions and balances, financial and real estate assets, insurance coverage, mortgages, other debts, and estate planning documents. Prior to our appointment, we will ask that you complete a Financial Planning Information form that provides us with basic information about you, and summarizes your current financial situation.

Click here for a list of how to prepare for our first meeting.