Is there a fee for an initial consultation?
No, there is no fee for an initial consultation.
Do I need to have a minimum net worth?
No, we recognize that everyone needs a resource to help guide them through the complicated financial stage of life, regardless of their net worth.
Do you work with other qualified professionals? (IE: lawyers, accountants, etc.)
Yes, we consistently work with many professionals whose specialty supports our clients’ needs.
What do I need to bring to the consultation?
Last 2 year’s tax returns; legal documents; investment statements’ IRA retirement + pension statements; Bank/CD information; homeowners + life insurance policies
