Do you charge a fee for the initial meeting?

No. We offer complimentary meetings and want you to understand the value we can provide before paying us a single dollar. 

Financial planning can be extremely complex. Just like you would get a second opinion regarding a health issue, we think you should do the same for your investments.

We offer a free consultation if you’re unsure about the services of your current advisor.

You can schedule your complimentary review here: 

Schedule an Appointment