Broker Check

MY CONFIDENTIAL QUESTIONNAIRE (STEP 1)

If we haven't met each other yet, this is the correct form. Introduce yourself below and briefly tell me your concerns. Hit Go. I'll respond within 48 hours. Or, click here to set a meeting at my office near Fashion Island, 23 Corporate Plaza Drive, Suite 150, in Newport Beach, California.

Additional Forms


If additional forms are recommended, click the proper link below, set-up a secure password, enter data, and submit your form. Data is saved as you enter it and is recoverable even if your computer goes out. After the form is submitted, I will be notified and respond to you promptly.

Click here to enter data for a custom Social Security Maximization Report

Answer a few questions and receive a custom report showing you how to get the most out of Social Security. Many decisions are irrevocable. Get it right the first time. You do not need to be our client and there is not cost. Time commitment is about 15 minutes.

Click here to enter data to open a New Account

Answer a few questions and we’ll open a new account in your name. This is for onboarding clients only. If you are already a client, this form is not necessary.​ When you submit the form, I’ll be notified and respond promptly. Time commitment is about 15 minutes.

Click here to enter data for a Comprehensive Financial Plan

Complete our comprehensive financial planning form and receive a detailed report analyzing every aspect of your financial situation. You’ll receive a net worth statement updated daily regardless of where your assets are held. This option is available for onboarding and current clients only and is free of charge. ​Time commitment is about 30-60 minutes.