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Do Well, Do Good!

As part of our charitable giving program, we will donate $250 to the charity of your choice at your Suitability Interview.


  • If you invest together, both spouses should attend.
  • Please be reasonably prepared. We will send you a questionnaire and checklist to review prior to your appointment.
  • You are not required to become a client, but you should be capable of becoming a client within 60 days of your appointment.
  • You may designate any qualified 501(c)(3) charity. Donations are made in your name, but are not deductible by you.

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