When you are ready to schedule a meeting, either call my office at telephone number 352-854-6866 or toll free 800-416-6866 or visit our contact us page. Please note that there is no charge for your initial consultation.
To help me better understand your situation and how I may help you, please bring the following:
The purpose of this initial consultation is to determine if there is a mutual fit. You need to make sure that the services I provide fit your objectives, and I need to make sure these same services will benefit you.
Not every person is a great fit, as I cannot be all things to everyone.
I strive to have a manageable number of clients to whom I can provide amazing service. An ideal client for my practice is someone who understands what I do, needs my expertise and the investment resources I can provide. They also understand that I don’t work for free. Quality clients are open to new concepts and are willing to learn; courteous and friendly. I look forward to meeting with you and I appreciate the opportunity to help you reach your financial goals.