If you are reading this web-site, then you are probably curious about our services.  If you are looking for a financial advisor or looking to replace an advisor relationship that is not working then you are probably doing some preliminary due diligence.  This will help determine if it makes sense to seek further information beyond this web-site.  What ever your situation, please know that like you, I feel the due diligence process is important. In fact, it is important for both of us to make sure that we are a fit.  I want to offer several ways for you to get your questions answered at your own pace.

1)    We can start an e-mail conversation.

If that is the best route for you, please fill out the form below or you can e-mail me at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  IF YOU DO NOT RECEIVE AN E-MAIL within 24 hours, the reply might have gone to spam. Please check there or call me at 972-386-0384 and let us know that you did not receive a reply.  

2)    We can set up a few minutes to speak over the phone

Please contact my assistant Amy Eubanks at 972-386-0384 ext. 200 and she can set up a time convenient for you.

Whether by e-mail or through a phone conversation, we can determine if it is appropriate for us to sit down and visit face to face.  Unless we establish ahead of time that our meeting together is a fee based meeting rather than a general inquiry meeting, there is never an up-front fee for you gathering information.

Please note that at no time during your information gathering time with me will you ever be pressured to make a decision.  I have the upmost respect for the process and your own unique timing.

 

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