Broker Check


  • A thorough review of your documents beforehand so the meeting is completely devoted to your planning needs
  • 60 minutes of guidance virtual or in person
  • Discussion of 1-3 of your pressing topics such as how to buy a house, the best way to maximize your employers retirement plan or what to do with a recent inheritance
  • Recap email within 48 hours so you can take action right away
  • 5 business days of complementary email access


  • $500 for a 60 minutes of guidance
  • $350 per hour for additional guidance

Download Our Don't Panic Ebook!

The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

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