Client Info

If you are considering using our financial planning and investment management services, the following documents contain important information that you should know. We want you to be fully informed so that we are well prepared to work together

Information brochure –– This is a complete description of our fees, services and procedures. We can work together on a comprehensive financial¬†plan that gives you a secure financial roadmap, or we can consider specific concerns such as paying for college, retiring with confidence, saving for goals, investing for safety and return, or managing after a major life change such as divorce, death of a loved one, or receiving an inheritance. Please review before we meet!

Prospective Client Questionnaire — In order to have a productive get-acquainted meeting, we need to collect basic information. Please fill out as much as you can (don’t worry if everything doesn’t apply to you) and gather your important documents for our meeting.