Let us help you reach your financial goals.
Schedule your initial consultation below.
Generally speaking we provide the initial consultation at no charge. From there, your fee is typically an asset under management charge. This is spelled out in our ADV form received upon our first meeting. We are a “hybrid firm” so at rare times there could be a commission charged as well.
We value our relationships with our clients, and we value real-time and proactive communication, collaboration and sharing of financial information.
We proactively reach out to you to on a quarterly basis. We are accessible by phone, fax, email, and web-meeting.
We use Zoom videoconference technology which is easy and intuitive. Clients can schedule a meeting with me from our team page. We’re also a phone call or email away.
We operate a virtual practice with staff all over the country serving clients all over the country. Most of our clients get us their needed documents electronically, and enjoy the simplicity of Zoom virtual meetings.
We also have a brick-and-mortar office located in Dyer, Indiana, where clients can meet with me and send paper documents, which our office staff scans for our professional.
I am not a tax professional so I cannot provide you with tax advice. However, our partnered firm, Gineris and Associates, will be happy to help with all your tax needs.
You can contact them here.