| Preparing for an Office Visit |
| How I Work with Clients |
- Initial half-hour consultations are free for potential investors
- Hourly financial and tax consultations: $125 per hour
- Fee-based investing: generally 1.0-1.50% per year based on the amount of money under management and the level of service needed
- Commission-based investments are used for accounts under $50,000
|
|
|
| Things To Bring |
- a list of your questions so your time with me will be more efficient
- a list of some of your short and long term goals. Use a time horizon for each, but do not use dollar amounts. For example, "I'd like to take a trip around the world within the next ten years."
- your most recent tax return
- a summary of your assets and liabilities (what you own and what you owe). This does not have to be precise, so don't spend too much time on this
|
|
| How to Get Here |
| Visit the Contact Us page for our address, and use the driving directions link to get an interactive map from your doorstep to ours. |
|
Remember |
- your questions
- list of short and long term goals
- your most recent tax return
- summary of your assets and liabilities
|
Privacy Policy
I take your privacy seriously and so does Protected Investors of America. We are committed to protecting your personal and financial information. For a more detailed description of our full privacy policy, click here. |
| |
| |
