Parkworth Wealth Management, Inc.
Consultation (via Phone)
This is a 1-hour phone consultation with our Principal Wealth Advisor, Bruce R. Barton, CFP®, CFA®. Please call us at (408) 436-9800 during your scheduled meeting time.
This is an in-person meeting with our team of advisors. If you are comfortable, please bring along the following financial documents:
- Last 2 years' tax returns
- Investment/retirement/brokerage account statements (including IRAs, 401(k), company stock compensation plans, etc)
- Other financial documents you think may be relevant to the meeting.
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