In an effort to make your experience more flexible, we have leveraged technology to meet with you virtually. Hopefully, this option will serve as an opportunity to better accommodate your busy and ever-changing schedule, while making it easier and more efficient to speak with us. We are happy to meet you in person, however we also understand the time constraints you may be under. That is why conducting our meetings in a virtual manner has made a hugely positive impact and is a great way to maintain a personal connection while remaining flexible.
Virtual meeting software will allow you to connect with your financial advisor to review your financial plan, accounts, statements, and answer any questions you may have. This option is easy to use and can be performed/downloaded to your smart device or laptop.
As always, we are just a phone call away (720) 826-1092.