Prior to scheduling a complimentary introductory conversation, we ask that you complete the questions below. Your answers will help identify goals and allow us to craft an accurate proposal for you. Once submitted, a member of our team will promptly follow up with scheduling options.
We respect your privacy and your email. The information you provide in this secure form will never be shared or sold to a third-party.
Am I A Good Fit?
I am a McDonald’s owner operator who is recently retired or planning to retire within the next 3–5 years.
I am a McDonald’s corporate executive nearing retirement or looking for stock diversification strategies as part of my retirement plan.
I am looking for guidance to diversify my portfolio* for long term investment and retirement. *Account minimums may apply.
If you answer YES to any of these questions, we might be a good fit.
Please click on the link below to book a commitment-free fit meeting.
