CRA 10-Minute Preliminary Asset Organizer:
Congratulations on taking the next step to be an even better steward of your money. Completing this simple confidential organizer prior to our introductory meeting is helpful to see how we may help you and to make better use of our time together. Or if you prefer and feel more comfortable, you may wait until after we meet at which point we will ask you to complete it upon engaging our services and moving to a fee-based review consultation to see how we may better serve you. Feel free to call us at 310-643-7472 with any questions. Thank you for allowing us the opportunity to earn your business.
Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, an SEC-registered investment advisor. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CA Insurance License #0B09076.