Free Financial Checkup
Get on the road to your financial future
Get a free, no-obligation financial review and see if your investments are on the right track.
Simply complete the form below and we will contact you to schedule a time for a personal financial review with one of our financial advisors. There’s no fee and no obligation.
How it works:
- You’ll use our online scheduler to find the most convenient time for a phone call.
- You’ll get an email back confirming your appointment.
- To get the most out of the appointment, you’ll get a link to setup a free account on our secure emX platform. That will allow you to quickly link your retirement and/or investment accounts so we can review them together in the call.
- Or if you prefer, you can email us a recent account statement.
During the call, we’ll talk about your current situation and your goals. Then we’ll review the following:
- Are your investments generally in line with your goals?
- Are you taking on more, or less, risk then you should be?
- Suggestions for controlling risk, decreasing expenses or other ideas for improving your overall financial situation.
What happens next: after that, don’t worry, we won’t hound you with emails or calls. We may send you an occasional email and you may opt out at any time. We won’t call you unless you ask us to.