We would like to meet with you to discuss important issues that will impact your lifestyle, your money and your security. This is not an invitation to a group seminar. These personal meetings are an opportunity for you to get to know us and to privately discuss your thoughts, questions and concerns about your current financial plan. We promise that this will be time well spent.

If you have investible assets of $500K or more, please click here to make reservations for you and a guest for one of our private lunch or dinner meetings, or call us directly at (770) 951-9001. We look forward to seeing you then.