Initial Consultation
As a fee-based investment advisory firm, you get up to 2 hours of time for FREE before commitments to manage your investments or work on an hourly basis are made.
Before a consultation, you also receive (FREE and with no obligation):
The “Investor Awareness Guide” and audio CD entitled “Seven Deadly Investor Traps that Destroy your Wealth and Three Power Strategies to fix your Portfolio Fast”
(Yes–this is your “homework” before our first get together.)
A sneak peek of what you get can be immediately emailed to you at the right side of this web site.
Next, at your request we will send the materials in the mail and ALSO schedule our first get together. There’s no obligation if you decide to NOT get together. (You won’t receive a mysterious bill in the mail nor will we say bad things about you.)
You may also get this material by coming to our office in person and/or by attending one of many fun and informative Investor Education Events listed in UPCOMING EVENTS. (Yes—these are actually fun and usually involve food, especially dessert.)
