Can you help me input my information for me?
We know not everyone has the time or is comfortable entering in information online. Because of this, our client service team is always ready to help. We highly recommend making sure that you add in all of your retirement assets to ensure our advice can be as comprehensive as possible and not skipping this step. If you need some help, please give us a call and we can set this up for you. You can also schedule an appointment through our online appointment scheduler.
Mostly likely, what you will need to do is email us, or fax us the information, even snail mail will work, however when you give us a call, we can figure out what will work best.