We look forward to meeting you.

Thank you for considering Gilbert & Cook for your financial planning and investment needs. We applaud you in taking an important step to build financial security for you and your family. Our knowledge and experience can help transform complex planning and investment strategies into the life of abundance you deserve.

What to expect at your initial meeting.

In preparation for your initial meeting, you will find some additional information in the column to the right, including a document checklist which outlines information that we encourage you to share with us.

Please let us know if you have specific items you would like to discuss. In order to be efficient with your time, we will likely structure the agenda around the following:

  • Personal Objectives – family and business

  • Overview of your current investments and business holdings

  • Business succession planning and timing

  • Current investment strategy and philosophy

  • Tax concerns and constraints

  • Estate Planning – current and future concerns

Please bring any supporting documents you are able to provide that would be helpful for our discussion. Once again, thank you for your consideration.

If you have any questions in advance of your meeting, please feel free to Contact Gilbert & Cook.