Get Started

If you would like to get started the first thing to do is to call our office at (916) 786-2999 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. The first meeting usually takes a minimum of two hours. Our office will mail you a Confidential Profile to fill out and mail to our office before your appointment.

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 you come in for your first appointment.