Who might benefit from an initial consultation?
New clients come to us in many seasons of life. They may be preparing for retirement or are already retired. Others might have recently experienced a major life event, such as a change in employment, marital status, or the loss of a life partner. Others want to help their children or grandchildren with college expenses. Sometimes they just want a second opinion on their financial health to make sure they are doing the best they can to achieve their goals.
How can I share my experience with your firm with the people I know?
- You can make a virtual introduction using the form and link above.
- You can do a simple email introduction.
- Invite friends or family members to attend one of seminars or webinars.
How do I become an Ambassador?
You become an ambassador when a friend or family member has an initial consultation with our firm.