HOW TO SCHEDULE AN INITIAL CONSULTATION MEETING
1. Call to schedule a complimentary initial meeting.
2. Click here to download the Initial Meeting Questionnaire (pdf)
3. Print it and fill it out.
4. Fax, mail or bring the completed form to the office.

5807 63rd Street, Suite 300 Lubbock, TX 79424
TEL 806 798-1880 or toll free 877 861-1880
FAX 806 798-0083
We look forward to meeting you!
 

Documents to bring to our first meeting:

· 2 previous years tax returns

· Social Security statement

· Brokerage, retirement and workplace savings statements

· W-2s

· Recent payroll check-stub

· Record of other assets, real-estate investments, annuity statements

· Life insurance policies·