Let's Start Your Journey to Financial Security

Yes! Your initial consultation is completely free with no obligation. We believe in education first—we want you to understand your options and feel empowered to make informed decisions. There's absolutely no pressure to purchase anything.

Most initial consultations last 30-45 minutes. We'll take time to understand your situation, answer your questions, and discuss potential strategies. We respect your time and keep meetings focused and productive.

We serve clients nationwide and are licensed in multiple states. During your consultation, we'll confirm that we can provide services in your specific state and ensure all solutions meet your local requirements.

No preparation is required! Just come ready to discuss your financial goals and any concerns you have. If you have existing policies or financial documents, they can be helpful but are not necessary for the initial conversation.

We offer both virtual and in-person consultations based on your preference and location. Most clients find virtual meetings via phone or video call to be convenient and just as effective as in-person meetings.

We blend practical financial expertise with a deeper understanding of values, legacy, and generational thinking. Our education-first approach means we prioritize your understanding and empowerment over quick sales. We're here to be your trusted partner for the long haul.