Request a Meeting

Getting Started

 

Call our office at (661) 222-2331 to schedule an appointment today to see why many others have chosen us to be their financial professionals. The initial meeting is designed to provide you with an opportunity to get to know us and allow us the opportunity to review your circumstances and determine if we can help. There is no charge for this initial meeting. We will take you as a client only if we feel it would benefit you more than what we would charge for our services.

 

Prior to your first meeting, you will need to complete our Starter Kit and bring it with you to your appointment. You can download the Starter Kit below or call to request a copy to be mailed to you.

Starter Kit

Brochure