Initial Consultation

If you would like to schedule a meeting, either call our office at 727-343-3108 or 888-668-9584 or contact us. Please note that there is no charge for initial or continuing consultations with Bill or his associates.

TO HELP OUR FIRST MEETING MOVE AS EFFICIENTLY AS POSSIBLE, WE SUGGEST YOU BRING THE FOLLOWING:

1. Copies of your most recent brokerage and/or 401(k) statements
2. Financial Inventory
3. Copy of last two year's tax returns
4. Any important insurance documents
5. Copies of Estate Planning documents (wills, trusts, etc.)
6. Other documents you might like to review prior to our meeting:
   
   • Detailed Budget
   • Investment Policy Questionnaire

The purpose of this initial consultation is to determine if there is a mutual fit. You need to make sure that the services I provide fit your objectives, and I need to make sure these same services will benefit you. Not every person is a great fit, as I cannot be all things to all people.

I strive to have a manageable number of clients to whom I can provide amazing service. An ideal client for my practice is someone who is looking for help, open to new ideas, and whose situation I can address through my expertise and investment tools. I look forward to meeting with you and I appreciate the opportunity to help you reach your financial goals.