We would like to meet you to answer your questions, to listen to your investment story, and to show you our investment plan. There is no charge for this initial meeting. We pride ourselves on our personal service, our high ethical standards and our ability to understand your needs to assist you and your family with your financial goals.
To send their kids or grandkids to college.
To open their own business.
To travel the world.
To assist with elderly parents.
For more information
Please contact James at (970) 403-1234 or jbrost@intelligentim.com
to arrange for an hour or so to start this process.
