Client Center


Before your next meeting, we need your help. We want to make sure you've taken the RISK QUIZ. We've also created our Meeting Prep Checklist, which will assist you in gather the required information to have a great meeting. It is extremely important to bring this information with you to the meeting (or send it to us in advance of the meeting. If you need to upload documents to us securely, CLICK HERE. 

STEP ONE: Take the Risk Quiz. CLICK HERE

STEP TWO: Print the checklist and gather important info. CLICK HERE

STEP THREE: Upload Last Year's Tax Return. CLICK HERE.



 

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