Broker Check

Getting Started

Client Centered

The first step of our financial planning process is an initial meeting with the advisor of your choice.  There is not a fee charged for this meeting.   This is a data gathering, “Getting to Know You” session.  You may ask us any questions you have about our services and whatever else you feel is necessary. 

To set up the initial meeting simply call our office during regular business hours, tell us that you are a prospective client, and say that you would like to meet with an advisor.  If you visit our team page, you will be able to take a quick look at our advisors’ backgrounds to pick the advisor you feel most comfortable working with.  We will set up the initial meeting as soon as possible so that you can get the answers you desire in a timely fashion.  If you can’t call during normal business hours, simply email us or leave a message on our voicemail and we’ll get back to you right away.   

Our goal during this first meeting is to get to know you on a personal level and to get an overview of your current financial situation.  We will also want to find out what your financial goals are so that we can help you come up with a plan right away to reach those goals. If you want to save enough money for retirement or to fund your children’s college education, we can help you plan for that.  If you’re nearing retirement age and want to know if it’s feasible to retire soon, we can provide comprehensive projections to answer that question. 

If you want to get started right away, give us a call at:

(765) 289-3366 or email us