FAQs

The easiest way to schedule a meeting is by using our Calendly link. Click the link below to access Vince’s calendar and select from the available times. After completing the form, you’ll receive an email confirmation.

Schedule Meeting

We cannot reset your password for any of the client login portals. If you have forgotten your password, follow your regular website login process until you see a link that says “Forgot Password”. Click on that link, and the system will take you through a process that allows you to reset your password.

Many statements can be delivered electronically. Please log in to your client portal and navigate to “Statements” to select your preferred statement delivery.  To see a list of all client login links, click here. 

Yes! We are fiduciaries, in that we are legally and ethically obligated to always act in the best interests of our clients. We take this responsibility very seriously and hold our clients’ trust in the highest regard.

As independent financial professionals, we can choose who we do business with. We chose to align with Cambridge Investment Research, Inc., as our broker-dealer. They are responsible for processing paperwork, maintaining client accounts, and have regulatory oversight responsibilities. We chose Cambridge because they are committed to independence and have one of the largest product footprints in the industry.