Schedule a Meeting

Use the form on the rightbelow to contact us. If you decide to schedule a meeting with us here's what to expect:

We'll spend most of the meeting discussing your needs and listening to your answers.
We'll answer all your questions regarding the services we provide.
We'll talk about your current investment strategy and make notes for our follow-up conversation.

Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.

After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.

There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.

Name*
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- I want a second opinion about my financial plan.
- I'm looking for a financial advisor for assistance.
- I have other questions or comments.
How can we be of service?
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Use the form below or call us at 214-506-7683 to schedule a meeting.

Ready to discuss your needs?