Test Drive Our Client System

Choosing Your Trusted Financial Advisor is a Huge Decision………..

How can you know that we’re the absolute right financial advisor for you?

How about working with us, exactly as you would if you were a client, without moving any of your assets to us, and totally for free?

The first step in figuring out if we’re a good fit is for us to do an analysis of your situation and come back to you with our thoughts.

We have a way of doing that will save you lots of time and give you a unique view into how we work.

Below is an invitation to our client system. Yes, our actual client system. It means that you’ll be on the exact same system as our current clients.

That way you’ll have a feel for working with us before you agree to become a client. It’s a sort of try before you buy approach that allows you to get to know us better while we do our analysis.

This system will also automate the gathering of your financial information. Rather than gathering paper statements, it allows you to provide us the information electronically and automatically. It saves you time, and it will allow us to do our work and get back to you more quickly since the information will be automatically available to our analysis system.

If you become a client, this is the same system that will give you complete access to information about the money we’re managing and at the same time give you a complete picture of all of your money that is always up to date.

In fact, we can do this all right now and I can walk you through it in a few minutes. Just fill out the this form and I’ll get right back to you.