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Fact Finder Phone Call

1 hThe Phone

Service Description

Typically the first meeting, this is my chance to get a clear picture of where you are in your financial life. Takes no more than an hour and sometimes much faster depending on the situation. Please come prepared with something to take notes.


Contact Details

isaiahturner2016@gmail.com


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Kris Schwartz

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Office: 512.651.2977 

Fax: 512.758.8022

Mobile: 210.382.1857

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kschwartz@cwsplanning.com

 

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901 S. Mopac Expressway Barton Oaks IV
Suite 150
Austin, TX 78746

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.   

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Capitol Wealth Strategies and Wealthcare Financials is an Agency of The Guardian Life Insurance Company of America®  (Guardian), New York, NY.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, TX 78746, ph# 512.651.2009 PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. 

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 2023-164490 Exp 2025

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