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Free 15 minute phone conversation

The Phone Meeting gives prospective clients an opportunity to ask questions and gain a better understanding of who we are and how we work.  We’ll explain the difference between hiring us for a Financial Review vs. retainer options (Financial Planning or Wealth Management).  And, we’ll describe what our Fee-Only comprehensive financial planning includes.

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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.