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Schedule a Complimentary (and Safe) Consultation

In person? Phone? Zoom? We've got you covered.

In person? Phone? Zoom? We've got you covered.

During these difficult times, we remain committed to your safety and wellness. Whichever meeting format you choose, rest assured that your safety is top priority. In-person meetings are masked and socially distanced to your comfort level (with plenty of hand sanitizer available), and they remain the most efficient way for us to conduct the business of planning  your financial and retirement goals. However, your peace of mind is very important, so don't hesitate to schedule a phone or Zoom meeting until you feel ready to meet in person.   

PLEASE NOTE: This page is for prospective new clients scheduling their initial complimentary consultations, for people reaching this page through another website such as Facebook, or by emailed invitation. Existing clients, please schedule directly with Marc as usual.