Alan recently announced his firm's merger with "TimeWise Financial!" Our newly merged team is looking forward to meeting you.

We want to use this time to introduce the team, discuss the merger, and highlight all that you should expect. Our clients have always been and will remain our first priority.

Don't worry, there won't be any added fees or changes to your account. This merger is expected to bring even more value to you!

Please register to join us. Feel free to drop in virtually at any time!