Call me, text me, or e-mail.
Please include your name, your phone number (saying it twice if leaving a voice mail), and what you want to achieve during a business meeting, such as a wish to:
- Qualify for my offer
- Define your criteria of satisfaction
- Sit for Basics of Investing seminar
- Write an investment policy statement
- Sign a contract
- Have a regular review
Otherwise, I will contact you if you complete this form.