Resources
Initial Meeting Checklist
We understand that your time is valuable. To make sure that our meeting is productive, you will want to come prepared with this information.
- Initial Meeting Checklist
- Tax Return
- Any document you feel necessary for your applicable questions.
- Get to know us! Here is our brochure.
Retirement
This form will allow you to request an updated Social Security Statement. This is the green and white annual statement from the Social Security Administration that details your benefits
Taxes
We understand that your time is valuable. To make sure that our meeting is productive, you will want to come prepared with this information.
- Tax Tables 2023
- 1035 Exchange
- Tax Organizer (Emily Ryan Tax Services)
Estate Planning
Disclosure Documents
We understand that your time is valuable. To make sure that our meeting is productive, you will want to come prepared with this information.
Investment Management
Before you come to our initial meeting, you will want to come prepared with information so that we can create a customized plan accurately. Please reviews the information below:
Calculators
Questions to Consider?
- What goals are most important to you?
- What are your most important financial & non-financial concerns or objectives?
- What would you like to accomplish through financial planning?
- How do you want your wealth to be preserved and passed down to your heirs?
- What changes do you expect may impact your situation?
- What involvement would you like us to take part in?
Our Process
Our 4 step planning process is simple. We strive to know who our client’s are and discover ways we can help improve our client’s progress in achieving their goals.
Pricing
Our pricing is a fee-only assets under management model. To learn more, click the button which will take you to our pricing page.
Our Investment Approach
Our goal is simple: we construct diversified portfolio customized to your appetite for risk and need for return. Individualized portfolios to hedge risk and optimize returns.
