Use this option to schedule a brief life insurance review appointment. Must be done in-person.

During the financial planning intro meeting, we will begin the process of preparing a comprehensive financial plan based on your needs. I will conduct a full fact-based inventory and analysis of your financial portfolio, insurance coverage, and retirement/financial goals. The meeting typically takes 45-60 minutes. There is no charge for the meeting.

If you are looking to move a 401K/403B/IRA or similar account from a previous employer please select this option. You'll need to bring your most recent statements to the appointment, and proof if ID.

Scheduling an appointment for an annual Discount Double Check and/or Insurance & Financial Review

During the business planning intro meeting, we will begin the process of preparing a comprehensive risk management plan based on the needs of your business. I will conduct an inventory and analysis of your financials, insurance coverage, and goals. The meeting typically takes 1 hour. There is no charge for the meeting.

Use this option for networking calls, referrals, general questions, advice, etc.