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Free 1-hour Consultation

The Introductory Meeting is a one-hour complimentary meeting that is an opportunity for us to get to know each other.  In the first meeting we will present the framework of our Financial Review and our definition of comprehensive financial planning. It is our belief that this is the best way any prospective client can see how we can help them achieve or remain in financial independence.  The reality is that all financial advisors are NOT alike. 

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Please send me the following:
Click here to request a packet in the mail
Click here to receive our monthly email newsletter
Click here to receive regular BLOG updates
(no more than one per week)
 
Please reserve me a free copy of the following book (select only one) :
Facing Financial Dysfunction: Why Smart People Do Stupid Things with Money by Bert Whitehead
The Ultimate Parenting Map to Money Smart Kids by Linda Leitz
   

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Contact Information and Schedule 1-Hour Consultation Meeting

 

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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.