Becoming A Client Whether you're interested in planning for retirement, saving for your children's education or finding new ways to build your portfolio, our firm. has the expertise to help you meet your goals. We understand that choosing a financial professional is a very important decision since it deals with your financial well-being. Because of this, we want to make sure that you understand and feel comfortable with your options prior to making a final decision. First, we like to understand and then evaluate your current financial/investment situation and objectives to identify areas where we can add value in helping you meet your objectives. Second, in order for you to gain a comfort level with us, and to make sure we've properly understood your objectives, we like to share with you our financial recommendations. These meetings are on a no-obligation basis and all information is treated confidentially. After you've seen what we think about your situation and how we can help you meet your goals, you are in a much better position to make an informed decision as to whether we are the best firm for you. If you are interested in becoming our client, you can contact us by telephone, email, or click on the "Contact Us" form to submit your request. We're looking forward to hearing from you.