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How Do I Get Started?

step 1

Talk to Us

We’ll discuss your needs and objectives.

step 2

Sign an Agreement

Sign our client profile and agreement. This is not a contract and you can cancel at any time without penalty.

step 3

Open an Account

We’ll help you open an account at Fidelity or Charles Schwab.

step 4

Fund Your Account

You can deposit through your bank and we can help roll over a 401(k), or transfer from an account from an old annuity or another investment firm, or write a check.

Let's Get Started