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Online Meeting Center

Client Centered

We use online meetings to facilitate working with our clients across the nation. This allows us to share our screen to review accounts, go over statements and answer questions.

To schedule an online meeting click here.


We use the Zoom platform to host these meetings and will email you the link right before the meeting.

When you receive the email, click on the link and follow the instructions to join the meeting.

Call our office at (817) 275-5850 or toll-free at (866) 277-1050

or email at

if you have any questions or need any help.