We encourage you to GO PAPERLESS by signing up for Account View and turning off Prospectuses and Proxies by following the appropriate link below.
–Review Questionnaire – Client Pre-meeting questionnaire to help address any concerns and/or life changes that you might want to discuss. It also provides you with an overview of what will be reviewed during the appointment. Questions are not mandatory, simply a tool we use to help you get the most out of your appointment.
If you have any comments or concerns, please don’t hesitate to call us at 408-551-6100 or toll free 800-927-8314 and ask to speak with one of our financial advisors.
Retirement Capital Strategies
A Registered Investment Advisor
1190 Saratoga Ave, Ste. 140
San Jose, CA 95129
Tel (408) 551-6100