Contact Info

Contact Form

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What You Can Expect From Us

If you work with us, you can expect:

  • A detailed and very comprehensive review of your existing portfolio
  • Instructions on how to increase your spendable income by reducing your overall tax burden
  • Advice on how to increase the odds of receiving investment returns
  • Exit and profit taking strategies
  • A list of where your investments rank compared to other investments

Items We Need to Help You

In order to make our meeting beneficial for both you and us, we will need your:

  • Last year's tax returns
  • IRA/401(k) and other investment statements
  • Brokerage firm statements
  • Will and/or trust documents
  • Life insurance/annuity atatements & policies

Contact us today for an examination of your portfolio – our “Financial Fresh Look”!

You can start your examination by filling out and submitting the Data Gathering form below.  The Expense Sheet is optional.