Initial Consultation

We specialize in helping people who...


1.   Wants help regarding the complexities of investing and retirement issue

2.   Values highly the advice and guidance of a competent and trusted advisor

3.  Professionals and those who are nearing retirement or are retired
 
4.   Is committed to developing and implementing a clearly defined, written roadmap to the comfort and control of their financial future

5.  Desires to avoid salespeople and brokers

6.   Have investable assets of $100,000 or more.  This might include CDs, mutual funds, stocks, bonds, annulities, IRAs, 401(k), 403(b), or pension.  Please do not include your residence or land assets.

                           (If you can do-it-yourself, you don't need us)

Yes, I/we meet your qualifications and would like to apply for a complimentary consultation. Please print out the Confidential Personal Questionnaire and complete it in its entirety.

Either mail the completed questionnaire to:

McLemore Financial Eduvisors
4411 S. Abilene Circle
Aurora, CO 80015

or fax it to 303-845-9167

All information will be treated in a complete confidential manner whether you become a client of ours or not.

Just as you would interview us for a long-term relationship, we will evaluate the information you provide to determine how our services "fit" with your needs and objectives. The criteria set for new clients is established so that we can continue to provide the highest level of service possible for everyone.