We believe that your trusted advisor should be someone with whom you are comfortable communicating. Our introductory complimentary get-acquainted session is called “The Opportunity Meeting.”
In that meeting,
- You share your concerns and desired results. Together we define what opportunities you want to capture and what obstacles you want to avoid.
- You get your questions answered.
- Together we will be able to determine whether we are the right advisory firm for you.
Call (916) 487-8700 to speak to a staff member who can answer any preliminary questions and schedule a meeting.
People looking for a financial advisor usually have the following types of questions: