What can you expect if you sign up for our Email Newsletter?

If you want information before you request an initial consultation, our Email Newsletter is the perfect opportunity. It is a free, informational service that allows you to learn more about us and the problems we help address for clients. Here is what you can expect to receive:

  • Weekly Market Commentary
  • Weekly Economic Commentary
  • Monthly Content on Relevant Financial Planning Topics
  • Occasional Webinar Invitation on Key Planning Topics
  • Exclusive Invitations to Firma Financial Planning Events

We understand that at this stage you are looking for information. We also understand that this may not be the right time to meet in person and begin building your plan. We are willing to invest in the RELATIONSHIP before you are ready to begin the process. It is our hope that by allowing us to send you relevant information at no cost through our Email Newsletter, you will gain the confidence to request an initial consultation when the time is right.

We look forward to the opportunity to serve you in any capacity that we are allowed! We’ll see you in your inbox!

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