We are dedicated to providing the best service for your specific needs. To help you, we need certain basic
information. Please submit the following information to us, and we will contact you and discuss your individual needs for a
retirement plan.
We will then send you a plan checklist (for the specific type of plan you
want) and our written engagement agreement with a complete description of our fees for services. When your checklist
and the engagement agreement are complete and sent to us with your signature, we will send you the final Plan documents to you for your review
and execution and return to us.
We will assist you in any necessary filing with the Internal Revenue Service and the start up of your individually designed
retirement plan.
Please indicate in the Comments section when would be the best time to contact you.
