Broker Check

New Clients

New Client Resources

After calling 480-361-6203 to schedule your first appointment, here are some things that will help you prepare for our meeting:

Please check out this checklist and gather any applicable documentation, or websites and credentials to log in directly during your review:   

Learn your risk tolerance by taking our free risk questionnaire. 

If you have any questions on these items, or if we can be of greater assistance, please don't hesitate to contact us. 

We're looking forward to meeting you!

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