Thank you for contacting me. I’ll be in touch soon.
Sincerely,
Nik Koumoundouros, AIF®
Click below or call 214-506-7683 and let us know how we can be of service.
Use the form on the rightbelow to contact us. If you decide to schedule a meeting with us here's what to expect:
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.