Your finances can be different. Your Life can be different. Your contribution matters, your work matters, and you matter. The questions we have are this: are your finances helping you go where you want to go? If not, can we help?
There is nothing to lose in contacting us beside a little time. We do not charge you to speak with you. At a first meeting, our goal is the same as yours: we want to see if there is a chance we can be of benefit to you. If there is not, then we will not move forward. However, if there is, it could be exactly the type of relationship with a financial professional that you have been seeking.
Do you know of a friend or family member that might need the services we offer? Would you be interested in sharing our name with them? If so, please fill out the following form their name and contact info, and we will be happy to send an introduction email to them. If they want to continue the relationship, then great, if they do not, then we will not keep contacting them.