If I’m interested, what steps do I need to take?
Set up a 30 minutes conversation to make sure the relationship can be mutually beneficial.
We send you a customized plan and recommendations.
Brief meeting to discuss how & what to implement.
(After the introductory meeting, should we choose to proceed.)
Send statements and financial data via a secure method & fill out an online questionnaire.
Schedule a formal meeting.
Connect With Us
Phone (800) 994-9012
1) Location Independent:
Virtual meetings available with clients in any of the United States.
Phone, Skype, Face Time or Google Hangout are preferred virtual means of communication.
2) Client’s Office or Home
3) Physical Address-
83 Lee Place, Suite 201
Bergenfield, New Jersey 07621