Initial Meeting

  1. To have a productive meeting usually requires 45- 60 minutes.
  2. We will talk about what You want to talk about; it’s your agenda.
  3. We will let you know what services and advice we can provide; we will also let you know what we CANNOT provide.
  4. If you would like our opinion on an investment or financial related question, we will provide it. If not, we won’t.
  5. Our services, if you choose to engage them, are paid for by fees for the assets we manage. These will be clearly explained.

There is no pressure to “do” anything on your part. This meeting is for you to determine if we are a candidate to help you achieve your financial goals. If there is interest, we will determine the next steps. If not, hopefully the time spent will have been productive.

About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

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About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

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Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630
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