Booking Tool
Our online booking tool helps us to coordinate meeting times and ensure availability. Whether you need guidance on paying off debt, tax-free retirement accounts, guaranteed income for life in retirement, children's retirement accounts, or any other money issue, our calendar page makes it easy to find and reserve time with us to get the conversation started.
FAQS
How much does your service cost? Are there any hidden fees?
We are commission based professionals and do not charge our clients a fee to work with us. There are no hidden fees.
Do I need to earn a certain income or have a certain net worth to be able to work with you?
We love helping our clients regardless of their income or their net worth. We teach concepts and strategies that have been in use for almosr 200 years, and while they were used by the financial elite in the past, they are absolutely available to anybody. Struggling with debt? We can help with that, too.
Can I work with you remotely?
Yes, we can work with remotely via Zoom anywhere in the United States. We do not offer our services in New York State.
What's the best way to get started?
The best way to get started is to book an appointment for an initial consultation. We want to understand the current situation as well as the goals of our clients. Once we have a good understanding of their needs, we share the strategies that suit them the best with our clients and collaborate with them how to incorporate them into their overall financial strategy.