Getting Started

Commencing Our Partnership

Beginning a relationship with an investment advisor is often viewed as a time consuming and confusing endeavor.  There is often a great deal of paperwork to complete, which is often complicated with pages of disclosures, signatures and decisions that you must make.  We strive to make this process as simple as possible, working directly with you at each step to ensure you understand and agree with what you are signing.  Generally, we can help you complete this process in as little as a few days.

So you better understand the steps we will take with you, the following is a general guideline on how we begin our partnership:

Step 1:

When you call us toll free at (844) 336-9878, we will have a detailed conversation about your investment plan, long-term goals, concerns and lifestyle needs.  This will enable us to propose a solution that we believe would best meet your objectives.

Step 2:

We will discuss our proposal and determine together if there is mutual comfort in the investing strategy.  This may also be a suitable time for us to talk to spouses or other family members that this plan will impact.  It is very important that in the event of illness or emergency we are able to ensure your plan is adjusted accordingly.

Step 3:

We will ask you for some information that allows us to begin the application process.

Step 4:

We will send you the applications for you to review and complete.  We will contact you to ensure you received the information and discuss any and all questions or concerns you may have.

Step 5:

We will arrange for your completed package to be picked up at the location of your choosing, whether at home or work.

Step 6:

When we receive your information, we will review it for accuracy before sending it to the custodian of your choice.

These six steps are all that is necessary to begin a managed relationship.  Call us at (844) 336-9878 to begin the first step towards achieving your financial goals.