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Complimentary "Get Acquainted" Meeting Request Form

We offer a complimentary "Get Acquainted" meeting to learn more about you and discover whether our services will be a good fit for your needs. If you have $1 million or more in investments and are looking for objective, fee-only investment advice, please complete the form below. We will contact you to schedule a convenient time to meet.

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  • NAPFA
  • CFP
  • AIF
  • Fee Only
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