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22 Minutes

22 Minute Feedback on Your Portfolio



Taxes and Expenses can impact your favorite set of wheels.



Thanks for viewing our Instagram Page and following the link here. In just a minute or two you can have a meeting set to get 22 minutes of feedback on your portfolio.  Just a little farther 🙂



We offer a free consultation with no obligation. 



We can be prepared to discuss investment portfolio construction ideas, asset allocation thoughts and your investor profile based on your risk assessment.



Follow the steps below.


  1. Get your account statements ready.
  2. Set a time for us to visit by clicking on the "22 Minute" Button below.
  3. Send any additional questions to



This meeting offer is for United States Citizens only that currently live in the U.S. 

Ready to Pick a Date and Time to Chat?

Click the button to follow the link to our calendar. It knows when we are free and when we are not, so select a time that works perfect for you. 


We love talking about portfolios and we're excited to visit with you!