Prospective Clients Information
If you have been referred to our firm or you want to learn more about what we do and how we do it, this section is for you. Check out the following links to get an idea of how we introduce our firm and our planning process to those new to our services. We welcome you to contact us after looking at our website and come in for a Workshop or jump right into our initial meeting process.
Our Initial Meeting Process
We have created a process to help you understand where you are financially and to see if our services can be a value to you.
Your "Personal HR Department" Services
When it is time to retire, you need an advisor to help you make some of the most important decisions of your life.
Retirement Empowerment Workshops for Prospective Clients
A classroom session where we answer all of your questions and teach you the fundamentals of a sound retirement planning strategy
Working with a Certified Financial Planner Professional and Fiduciary
Isn't it time that you work with an experienced financial professional who is looking out for your best interests?