Schedule a Strategy Session
You can meet with an Investment Counselor either by phone or in person at one of our California or Florida offices.
Your strategy session will last approximately 30-40 minutes. That being said, we want to make sure that your investment counselor can help you focus on what’s most important during your meeting.
This strategy session is a chance for us to look at your goals from investing, your current experience, your resources and then, to create a plan for your next steps.
Keep in mind that we are NOT tax professionals or advisors; we are counselors. After we better understand your situation we’ll be able to refer you to the markets and investments that make the most sense for you.
Step1 : Compete the strategy session intake form
Please answer the following questions, some being optional. There is no right or wrong answer, this just gives us a fuller picture of your situation, to assist us.