Preparing for Your Initial Consultation

If you would like to schedule a meeting, either call our office at 580-234-1694 or click contact us. Please note that there is no charge for your initial consultation.

To help our first meeting move as efficiently as possible, please bring the following:

1. Copies of your most recent brokerage and/or 401(k) statements
2. Social Security benefits statements
3. Copy of last two year's tax returns
4. Any important insurance documents
5. Copies of Estate Planning documents (wills, trusts, etc.)

The purpose of this initial consultation is to determine if there is a mutual fit. You need to make sure that the services we provide fit your objectives, and we need to make sure these same services will benefit you. Not every person is a great fit, as we cannot be all things to everyone.

We strive to have a manageable number of clients to whom we can provide the highest level of service. An ideal client for our practice is someone who is willing to be coachable, courteous and friendly, and whose situation we can address through our expertise and investment tools. We look forward to meeting with you and we appreciate the opportunity to help you reach your financial goals.