Virtual meeting software will allow you to connect with your financial advisor to review your financial plan, accounts, statements, and answer any questions you may have.  This option is easy to use and can be performed/downloaded to your smart device or laptop.  

By your email invitation:

• Look for the link under ‘Join Zoom Meeting’ and click on the link.
• You will be prompted to download OR launch Zoom.
• If you see message ‘waiting for the host to start this meeting’ simply wait and you can test your computer audio during this time.

Call our office directly, we are here to help!

303-626-2446