We strive to effectively help great people make sound financial descisions. To make the best use of your time, and to help give you the advice you need, we ask you to carefully reveiw the items below and answer the questions as truthful and to the best knowledge you can.  Please don't hesitate to call or email us with any questions you may have.

Confidentialitity of your information is of the highest importance to us. We will not disclose any information about you to anyone with out your permission.