Initial No-Cost Consultation
Please choose the your local time to ensure accurate availability. After answering the question below you choose a time slot. Then you will enter your contact information to receive confirmation and reminders and allow us to connect.
First Name
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Last Name
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Which team member are you requesting?
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Raymond Backers
Jeffrey Ziemann
Time zone
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Eastern (EST)
Central (CST)
Mountain (MST)
Pacific (PST)
Tell us your approximate age
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18 - 30 years old
30 - 40 years old
40 - 50 years old
50 - 60 years old
60 - 70 years old
70 + years old
Tell us the total of your accounts
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Less than $250k
$250k or more
$1m or more
$3m or more
$5m or more
$10m or more
What Account Types do you have? (check all that apply)
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Traditional IRA
Roth IRA
Inherited IRAs
401(K)
403(B)
457 plan
Money Market Account
Health Saving Account or FSA
529 plan
Annuity
Cash Value Life Insurance
CD
Other
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