Specializing in retirement planning and personalized investment management.

Complimentary Phone Meeting

We offer an initial phone meeting to get to know each other and see if we’re a good fit. Our meeting usually runs about 30 minutes and consists of:

  • Discussing your concerns and what you’d like to accomplish
  • Reviewing our services and fees
  • Answering any questions you may have
  • Reviewing what you can expect, and the next steps (completing questionnaire, gathering required documents, signing service agreements, next meeting)

Schedule a Meeting

Just have a quick question? Give us a call at (919) 589-2528 or send us an email.