Contact Finsure Advisory

You can schedule a consultation by calling our office, filling out the contact form on this page, or emailing us directly. We'll match you with the advisor best suited to your needs and schedule a convenient time for your consultation.

For your first meeting, please bring any relevant financial documents (tax returns, investment statements, insurance policies), a list of your assets and liabilities, and information about your financial goals. We'll send you a detailed checklist when you schedule your appointment.

Our fee structure varies depending on the complexity of your financial situation and the services required. We offer both hourly consulting fees and comprehensive wealth management programs with asset-based fees. All fees are fully transparent and discussed upfront before any work begins.

Yes, we offer secure video consultations for clients who prefer meeting remotely. Our virtual meetings are conducted through encrypted platforms to ensure your privacy and security. All necessary documents can be shared through our secure client portal.