Q. How do I set an appointment with either Shawn or Preston?

A. All you need to do is call 1-800-879-9630 and speak with one of our office staff.  We will schedule a time that is condusive for you and will gather some basic information from you so we can be prepared for your appointment.

Q. What do I need to bring to my appointment?

A. It is helpful if you bring any statements you have from any of your current investments. Many investment companies allow you to print off a statement from their website.

Q. Is there any cost for your educational programs or personal appointments?

A. No, there is absolutely no cost or obligation for attending one of our educational programs or personal appointments.