The initial consultation (complimentary) typically lasts 1-2 hours, depending on the situation. During this meeting, we will review your overall financial health and discuss any topics of concern.
What to bring to the initial meeting:
Most recent two (2) paystubs
Most recent 2-years Federal and State Income Tax Returns
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Securities offered through Parkland Securities, LLC, member FINRA & SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Check the background of your financial professional at FINRA's BrokerCheck above.