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.