Frequently Asked Questions
Q. How do I set an appointment with Doc or one of his partners?
A. Call 1-800-434-4362 - we will be glad to set up a time for you to speak with us. We will need to get some basic information from you so we can be prepared for your appointment. Or - click here to request your appointment online now.
Q. What do I need to bring to my appointment?
A. It is helpful if you bring any statements you have from any of your current investments. Many investment companies allow you to print off a statement from their website. You may also bring a copy of your last year's tax return and your will or trust if you would like for our estate planning attorney to look over it.
Q. Is there any cost for your educational programs?
A. No, there is absolutely no cost or obligation for attending one of Doc's educational programs.
Q. How can I get Doc to speak for my group?
A. Doc would be glad to speak at your next group gathering. Call the office at 817-485-1825 to coordinate the event.