Winning the race is a team effort! That’s why we have assembled the best team around. We are here to help you along every step of the journey. Contact us today to immediately notify a staff member that you want help planning for your future!

Make sure you bring documents and financial statements that may be relevant for your first meeting. It’s important for Jason to get a clear understanding of your financial situation during your first meeting, otherwise he can’t make the appropriate recommendations to you in a timely manner. These are obligation free initial consultations specifically for getting ideas together in consideration of your financial goals, and gauging what products will best suit those goals. After that, we can actually begin to build your portfolio! Frequently we are able to help people based on the first meeting.