The first step to becoming a client of mine is to schedule an initial no-obligation telephone call with me.
If we seem to be a good fit, at the end of our chat, we’ll get the ball rolling immediately on your matter. Normally we can have your entire retirement structure completed within days of our initial phone call.
Even if you have to wait a bit for your appointment, know that we normally have your structure fully prepared faster than most providers. After your consultation, if you are ready to move forward, we will not put your paperwork into an endless queue like many providers; we get moving immediately.
Click the button below to get started. I’ll call you at the time you select at the phone number you provide.
New Clients: Potential new clients are charged a small consultation fee upon booking an initial call above. This $150 fee is refunded against future legal fees should you become a client after our call. It would be refunded against any future legal fees for IRA or 401(k) setup (all of which are clearly listed on the relevant pages of this website) or any other services you require.