Become a Client

Initial Consultation:
You will be introduced to our services and we will discuss your goals, your financial concerns and investment attitudes. This meeting generally lasts approximately 45 minutes and there is no charge.

To make the most of everyone’s time, we ask that everyone fill out and return a financial questionnaire prior to our meeting and bring financial documents listed on the 2nd page of the questionnaire with you. At the end of the meeting, we will recommend how we can best serve your interests.

Personal Questionnaire Download
Click Here to View as a PDF

To download this file:

PC Users:
"Right" click the above link.
From the pop-up menu chose "Save target as"
Then you will be prompted to save the packet to your computer.

Mac Users:
"Double" click the link above.
From the pop-up menu chose "Save target as"
Then you will be prompted to save the packet to your computer.