Discovery Meeting Application

Please complete the information below:

Please check the statements below that apply to you:

I have an annual income of at least $600,000 and non-qualified investment assets (non-qualified investment assets mean non-IRA or non-retirement account) with net worth in excess of $10 million

I have at least $2 million in a retirement account that I do not intend to use other than taking required minimum distributions

I have at least $5 million in a retirement account

I have a net worth in excess of $15 million

I have at least $1 million of charitable gifting intent in my estate

What are your tax and/or wealth preservation concerns?

Click the button above to submit your Discovery Meeting Application. A representative from our office will be in contact with you shortly to review and schedule your Discovery Meeting.