The first meeting is on us. There’s no cost and no pressure, just a conversation to see if we’re a good fit.
The Discovery call or Zoom can be anywhere from 15 minutes to an hour depending on the amount of questions you have and the type of planning you are looking for.
In 15 minutes, we can get to know you – your high-level financial situation, goals, and needs – then connect you with an advisor committed to helping you pursue true wealth.
We are location independent serving clients nationwide. Concentrating exclusively on personal and business financial planning, insurance planning, investment and retirement strategy, cash flow analysis and savings advice, employer provided health care plans, business owner exit planning.
Specializing in client specific services such as human-centered financial planning, business management, and investment management services for thoughtfully ambitious professionals, family members, etc… Give us a call today to schedule your free consultation now.
BOCA RATON, FL USA