Phone, Email, web meeting – how can we help you and which communication works best?
Give us a call or email:
Jim Struwe 903.782.0206, firstname.lastname@example.org
Jennifer Johnston 903.782.0223, email@example.com
Complete the Request below if you will be a new client so we have some information on assistance you seek or jump to our appointment calendar.
NEW Clients , if you have not completed a Client Engagement Form, please download and email to firstname.lastname@example.org Our advisor will sign the second page also as this serves as client confidentiality. We work with clients on sensitive, private information whether it is intellectual property or financial; integrity as your trusted advisor is important to us.