Working With Us

 

Becoming a Client

Want to know more? Take this opportunity to call our office and schedule a "Get Acquainted Consultation." The purpose of this meeting is to help you decide if you would like working with us and for us to determine if we believe we can add value to your situation. Call (970) 432-7040 or (866) 217-7129 to arrange a time that is convenient for you during normal business hours.

The First Meeting 

The primary reason for this first face-to-face meeting is for us to get to know something about each other. This will help you decide if you would like to work with us. It will also give us an opportunity to see if we believe we can bring value to your financial life and thus create a basis for a potentially prosperous partnership. There is no charge for this meeting as the purpose is to explore the possibility of an engagement and relationship together. And, of course, everything is strictly confidential.

What to Bring

A smile and a handshake make for a great beginning. A net worth statement and some thoughts on your goals or concerns will help to make the meeting more productive. The more we learn about you during that first meeting, the more accurate our quotes for future services can be. If you decide to use our services, we will need lots of information about you. We have included a document list at the bottom of this page for your convenience.

Documents You May Wish to Bring
 
 ·     Most recent statements, including:
            o    Bank statement
            o    Brokerage statement
            o    IRA statement
            o    Annuity statement
            o    Retirement plan statements from work
·     Most recent pay stubs
·     Most recent State and Federal Income Tax returns
·     Your current will or trusts
·     Social Security numbers and birth dates for you and your children

Aberle Investment Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.