Initial Consultation

The first thing we’ll do when you set up a free initial consultation with us in one of our offices throughout Middle Tennessee is send you a small package of materials. This will include directions to the office and an Investor Awareness Guide. The “Guide” is a great tool to get you started on the education process, which is critical to investment success. We frequently have people tell us that they feel like they are reading their own history of investing mishaps when they go through the booklet. They often say they wished they had learned those lessons sooner. At the end of the guide there is a brief 20 question quiz that we ask everyone to go through. This gives us a sense of what you know and what you need to learn more about.

When you come in, we’ll review some of your current investments to determine if there are any areas of concern. If there aren’t, we’ll tell you; if there are, we’ll give you steps you can take to get on the right track.

We believe that educated investors are confident investors. You don’t have to know everything, but we have found that ignorance is not bliss when it comes to your financial future.