Get Started

To get started, call our office at (916) 922-9999 to schedule your first meeting and two additional meetings about 2 to 3 weeks apart. This is so we can establish some momentum in your planning. Allow a minimum of two hours for the first meeting.

Click here for the questionnaire for retirement plans like IRAs/401(k) s, etc.

Click here for the other questionnaire for regular investments like personal accounts, joint accounts or accounts registered in the name of a trust.

Please mail these to the office to allow Bob time to review your information before your first appointment.