Wealth Management   |   Retirement Planning   |   Tax Planning   |   Fiduciary Services   |   Cleveland, Akron, Canton, Ohio

Process

We offer a free "Get Acquainted" meeting for people who are interested in our financial planning services and who want to get to know us better. During the meeting, we will discuss your needs and determine whether or not our services are appropriate for you. If we feel that we can help, you will be provided a fee estimate at the close of the meeting.

To make the most of our time together, please note the following:

  • Prior to the meeting, you will need to complete questionnaire that will allow us to gather important financial information to evaluate your situation. Please complete the questionnaire and forward to our offices in advance of your consultation.
  • Download the questionnaire »
  • Directions to our offices
  • Because we respect your time, we will be ready to begin our meeting promptly at the time scheduled.
  • If you are unable to make the meeting time scheduled, please notify us at your earliest convenience so that we reschedule the meeting.

Please note that for married couples, we require that both individuals attend the Get Acquainted meeting.

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