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No-Cost Initial Consultation
 Those who are interested in using our services or desiring a "second opinion" on their current investments are welcome to schedule a no-cost initial consultation with an advisor.
We ask only that prospective clients first review the Types of Clients We Advise and our Fee Structure to consider whether your needs would be a good fit with our services.
Our initial consultation process includes:
- Telephone conversation to obtain information on your current investment situation and make a meeting appointment.
- A one hour meeting with an experienced CPA advisor to discuss your financial goals, your current investments, and answer all your questions about how our firm can help you meet your objectives. Written analysis of your present portfolio's asset allocation, risk profile, costs, and recent performance (for investment accounts of $250,000.00 or more).
- Free hardcover copy of the best-selling book "The Only Guide To A Winning Investment Strategy You'll Ever Need" by Larry Swedroe, of BAM Advisor Services which elaborates on our investment philosophy.
The process is designed to maximize the useful information provided to you while avoiding the sales pressure that often accompanies investment consultations.
If you would like to pursue this process further, please contact Winn Booth, CPA/PFS at (410) 546-5600 x127.
We look forward to meeting you soon.
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