Getting Started

We believe that your trusted advisor should be someone with whom you are comfortable communicating. Our introductory complimentary get-acquainted session is called “The Opportunity Meeting.”

In that meeting,

• You share your concerns and desired results. Together we define what opportunities you want to capture and what obstacles you want to avoid.
• You get your questions answered.
• Together we will be able to determine whether we are the right advisory firm for you.

Call (916) 487-8700 to speak to a staff member who can answer any preliminary questions and schedule a meeting.

People looking for a financial advisor usually have the following types of questions:

• What is involved?
• What do I have to do to prepare?

See frequently asked questions (FAQ's) for answers to the above questions as well as others.

Sample Financial Advisory Agreement Disclosure Information
Securities offered through Financial Telesis, Inc.
A registered broker/dealer. Member FINRA (Financial Industry Regulation Authority) & SIPC.
Investment advice offered through Foord Van Bruggen Ebersole & Pajak Financial Services
A registered investment advisor.