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Beginning the Financial Advisor Select process is easy. The first step is to schedule a phone meeting with a Financial Advisor Select consultant who will ask you a few questions to help us determine the optimal financial advisor for you. We are happy to speak with you at your convenience, anytime between 11:00 a.m. and 8:00 p.m. ET or 8:00 a.m. and 5:00 p.m. PT Monday through Friday. The call should take about 20 minutes. Click here to schedule your meeting now.

Or if you prefer, we are happy to call you to schedule a time that is convenient for you. To request a call, simply click here.