Broker Check

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:   

Please complete this worksheet so your Advisor can have a deeper understanding of your current situation and easily identify open items to address:   

Once you have completed the Fact Gathering Sheet, you can email it to us at or you may print it and bring it to your first meeting along with the documentation from the checklist.  

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!