Congratulations on this first step toward reducing your costs of investing!
To get started, we need to discuss your situation and come up with a game plan. Don't worry, this is simply an introductory call to see if we are a good fit and to determine if you could benefit from one or more of our cost saving strategies.
We'll need about thirty minutes. If you will, please go to my calendar (link below) and set up a time for us to talk.
This important conversation could save you thousands in fees over time. I am looking forward to meeting you.
I will personally call you at the scheduled time.
Office: (731) 434-4139