When you make the decision to contact us, our goal is to understand who you are and how we can help you. Regardless of what questions you have or services you might need, we do not charge for the initial meeting. Whether in person or over the phone, the first meeting allows us to get to know each other. We are confident in the value of the services we offer and we do not rely on pushy sales strategies. Scheduling a meeting is your first step towards financial confidence and peace of mind.
Our office is located on the second floor and our building does not have an elevator. If stairs are an issue, we are always happy to meet clients where they are most comfortable.