This is your chance to meet with a financial advisor and ask all your questions. Your first meeting is at no cost or obligation. We will try to answer your questions and share with you as much useful information as we can in about 30 minutes. There is no formal presentation. (By now, you should know how educationally oriented we are!)

For the most benefit to you, please bring a list of any specific questions you might have, copies of any statements, and your most recent tax return. We’ll also give you a short form that may help you organize your financial situation so that we can cover as much as possible in the time allotted.

Appointments are at our offices during normal business hours (not Fridays). Just fill out the short form below, and one of our staff will call you soon to arrange a convenient appointment time.