• Consulting Appointment Form

    Please fill out this form to schedule your business consulting appointment.
  • Format: (000) 000-0000.
  • How many UNAs do you have? All requests must have at least one UNA.*
  • Describe your account type*

  • My Products*

    Categories:All
    All
    prevnext( X )
    30min Consultation (IF YOU REQUIRE MORE TIME PLEASE PICK THE 1 HOUR OPTION). 1 on 1 consultation to discuss your financial future Includes: Comprehensive review of all retirement accounts to determine eligibility and appropriate transfer type Opening of new account(s) as need Type a submission of rollover paperwork, monitoring of transfer, distribution of funds, and/or transfer to a newly established UNA brokerage account. IF YOU REQUIRE MORE TIME PLEASE PICK THE 1 HOUR OPTION.
    30min Consultation (IF YOU REQUIRE MORE TIME PLEASE PICK THE 1 HOUR OPTION)

    1 on 1 consultation to discuss your financial future Includes: Comprehensive review of all retirement accounts to determine eligibility and appropriate transfer type Opening of new account(s) as need Type a  submission of rollover paperwork, monitoring of transfer, distribution of funds, and/or transfer to a newly established UNA brokerage account.  IF YOU REQUIRE MORE TIME PLEASE PICK THE 1 HOUR OPTION. 

    $75.00$75.00
      
    1 HOUR Consultation . 1 on 1 consultation to discuss your financial future Includes: Comprehensive review of all retirement accounts to determine eligibility and appropriate transfer type Opening of new account(s) as need Type a submission of rollover paperwork, monitoring of transfer, distribution of funds, and/or transfer to a newly established UNA brokerage account
    1 HOUR Consultation

    1 on 1 consultation to discuss your financial future Includes: Comprehensive review of all retirement accounts to determine eligibility and appropriate transfer type Opening of new account(s) as need Type a  submission of rollover paperwork, monitoring of transfer, distribution of funds, and/or transfer to a newly established UNA brokerage account

    $100.00$100.00
      
    Full Service Documentation Completed. Includes: Comprehensive review of all retirement accounts to determine eligibility and appropriate transfer type Opening of new account(s) as need Type a submission of rollover paperwork, monitoring of transfer, distribution of funds, and/or transfer to a newly established UNA brokerage account
    Full Service Documentation Completed

    Includes: Comprehensive review of all retirement accounts to determine eligibility and appropriate transfer type Opening of new account(s) as need Type a  submission of rollover paperwork, monitoring of transfer, distribution of funds, and/or transfer to a newly established UNA brokerage account

    $250.00$250.00
      
    Subtotal
    $0.00$0.00
    Tax
    $0.00$0.00
    Total
    $0.00$0.00

  • I am not acting as an attorney, certified public accountant, tax preparer, financial advisor, or licensed professional in any regulated capacity. The information I share is strictly educational in nature and reflects personal research, experience, and opinion.

    Nothing communicated should be interpreted as legal, tax, accounting, or financial advice. Each individual is responsible for conducting their own due diligence and consulting with licensed professionals before implementing any strategy discussed

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