Initial Kit

Introduction Brochure

Used for sending to clients, not for in-person presentations or initial meetings.

Introduction PowerPoint Presentation

Used for in-person initial meetings.



Data Gathering Checklist

This should be given to clients at the end of the initial meeting, letting them know what to bring to the data gathering meeting.

Goals and Concerns Checklist - FAS

To be used with FAS clients ONLY.


Goals and Concerns Checklist

To be used with qualified clients/prospects during data gathering or review meetings.





Data Gathering




Financial Planning




Estate Planning








Charitable Giving





Marketing Collateral - Financial Windfall





Corporate Retirement Planning




Annual Tax Reference Guides




Client Reference Materials




Company Operations Related Materials




Marketing Collateral - Partners




Private Trust Newsletters

CLICK HERE to go to the Private Trust Newsletters Page



YouTube Content - Fridays with Brad, Monthly Market Roll, State of the Markets

CLICK HERE to go to the YouTube Channel