Thank you for completing this information. It will help us tailor your consultation to some of the areas you are most interested in.
Here’s what happens next:
- We’ll give you a reminder call the day before your appointment.
- If your consultation is scheduled to be done from your home via phone or video, you’ll also receive an email reminder with your access information.
For your consultation:
- Please make sure all decision makers are present for the meeting. This means if you are married as an example, you and your spouse should attend.
- If you are joining us from home, please make sure you are set up to minimize distractions and focus on this important conversation.
- Last but not least! At the end of the consultation we will ask you to make a decision for how you’d like to proceed. Please be prepared to say yes or no, and no is ok!
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837