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Schedule a Complimentary Consultation

Purpose of a Consultation:

Most financial advisors will tell you that the purpose of a complimentary consultation is to learn about your financial situation and discuss your investments. I do things a bit differently. The purpose of our consultation is to get to know one another and determine if we are a good fit. In my opinion, the most important professionals in your life should be your spiritual leader, your doctor, your financial advisor, your lawyer, and your accountant.  I view my clients as the family I choose and the family that chooses me.

What to Expect:

During this meeting, we will discuss your background, your interests, your family, your dreams and your personal goals. I will be curious to hear about the things that bring you joy and the things that keep you up at night. We will also touch on your specific financial needs and goals. I will describe the services I provide and discuss the Capitol Securities Management fee structure. I may (or may not) touch on some of the products or planning tools that could be a fit for you. I won’t be the only one asking questions; I encourage you to bring your questions too!

How to Get Started:

There is no charge or obligation for this meeting. Contact my office today to schedule your consultation!