Book an Appointment
Ready to schedule a meeting with an advisor? Head to the link below to schedule after reading which meeting would be best for you to schedule so our advisors can best prepare to meet with you.
Meeting Types
discovery Meeting
If you’re not a client but want to get to know us, this is the meeting for you. Let’s get to know each other and discuss your goals, concerns, risk tolerance, and any other topics you would like to cover, such as the economy and investments.
Check in meeting
Let’s touch base to discuss any questions, investment concerns, or topics you may have. This is usually a 15 or 30 minute meeting if you have a few questions for the advisor but don’t need a full portfolio review.
Financial Planning
Let's meet to develop or update a financial plan to help achieve your unique goals.
Portfolio Review
Let's review your portfolio to confirm that it aligns with your goals, time horizons, risk tolerance and address any changes that may be needed.
Wholesalers will need to call 601-450-6650 to schedule an appointment. Wholesaler appointments booked online will be cancelled.
