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Three Financial Management Teams.

One Path Forward.

1st Appointment Packet

The Most Important Items to Bring to Your Appointment:

Tax Returns

  • Your Most Recent Tax Return

Estate Planning Documents

  • Trust
  • Will
  • Durable Power of Attorney

To get the most out of your 1st appointment, Download, Print, and Fill out the First Appointment Packet prior to your visit.

Download & Print

Proactive vs Reactive

Reactive advice only uses simple projections and cookie-cutter forms whereas proactive advice provides more accurate recommendations to meet your needs and save money in financial, tax, and estate planning. Watch to learn more.

Check the background of this firm/advisor on FINRA’s BrokerCheck.