Schedule Appointment

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(GMT-7:00) Arizona Time

How to Schedule:

Select video or phone meeting
Select your time zone
Pick the day and time that best fits your schedule
Enter your name, phone, and email

(If you have difficulty scheduling, contact us at (602)354-3177 opt 5, and we will be happy to help)

Client Review Meetings

Client Meeting - In Office

1 hour

Quick outline of our meeting:
→ Questions & Updates: We’ll review any questions you have and get updated on your life.
→ Nuts & Bolts: Account verification, beneficiary review, contributions & distributions, RMDs, etc.
→ Planning & Goal Review: Your goals and dreams, new life events, discuss updates to your plan, taxes, etc.
→ Investments: Your goals, allocation, risk, investment research and recommendations, etc.

Client Meeting - Video

1 hour

Client Meeting - Phone

1 hour

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First Name * Last Name *

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