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Please mail, fax, or e-mail your completed Confidential Client Information Form. We will call you to schedule an appointment.
We do not charge for your initial consultation. After our meeting, we will determine the appropriate services to meet your financial needs. Please see our Fee Structure for details on our fees.
After an agreement is signed, we will start the data gathering and financial planning process.
Download our Form ADV Part 2 to learn more about us.
Even if you do not currently need our services, you may want to join our monthly e-newsletter list for valuable tax and financial planning tips.

Please feel free to contact us for any additional information.

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