Getting To Know You

Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Plan on about 10 – 15 minutes to zip through them. Once we receive these we will reach out with scheduling options.

    Note: This is a secure form. Info is not publicly available. We do not ask for personal information such as date of birth, account details, etc.

    Please rank each item below from 1 to 3 (1=most concerned about, and 3=least concerned about)

    Qualified Business Income Deduction

    The qualified business income (QBI) deduction is a tax break that’s been given to certain...
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    When to Apply for Social Security Benefits

    With the demise of guaranteed pensions, and in light of the risks you face in...
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    How to Best Manage Your Beneficiary Designations

    Leaving an inheritance to your family or friends is not just about passing on assets,...
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    We can help you achieve financial freedom, so you can focus on what you enjoy in your life.

    Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
    Office: 512.381.4500