Schedule a Client MeetingSchedule a Client Meeting "*" indicates required fields Total Assets Under Management (AUM)?*Choose the closest number of total assets you have under management with us. This excludes assets such as Annuities, REITs, Limited Partnerships, and other alternative investments.- Please Select -Under $100K$100K - $299K$300K - $999K$1M+Name* First Last Your Email* Mobile Phone*If you don't have a mobile phone, please enter a good contact number.What is this appointment concerning?* Annual Meeting General Account Questions Financial Planning Paperwork Risk, Volatility, or Investment Allocation Other Client - Zoom - 30min - Shawn (Over $100K)*Client - Zoom - 30min - Shawn (Under $100K)*Client - Zoom - 60min - Bob*NameThis field is for validation purposes and should be left unchanged.
