A Dave Ramsey SmartVestor Pro

 

There are three appointment types listed below.  Please select a day / time that corresponds to your meeting request.  NOTE:  No appointment is necessary to drop off tax material; if we are not in the office there is a secure drop box outside the door. Please put your material in an envelope with your name and phone number on the outside. Thank you.

 

Calendar


Introductory Meeting

Introduction meeting for a review of services offered by VIMCOR, a Dave Ramsey SmartVestor Pro.   Current investment, 401k/retirement plans, social security benefit statements, and last year tax returns may be helpful, but are not required.

 

Please click here to schedule an introductory, Dave Ramsey, or an investment related meeting

Tax Preparation Meeting

 

 

If we have prepared your returns last year, we do not need a copy of your return last year. If you are new client, a copy of last years return is helpful for e-filing. Please bring income items such as w2’s, 1099’s, brokerage and 401k statements with you.

Please click here to schedule a Tax Preparation meeting.

 

General / Investment Review  Meeting

 

Select this meeting type for a general review of your account or if you have tax strategy questions.  This meeting will reserve at least 60 minutes so that we can fully answer your questions.

 

Please click here to schedule a General / Review Meeting