Initial Consultation

For a free consultation regarding investments, life insurance or tax planning, please call (619) 291-2000 for time and location. Meetings are also available in the convenience of your own home or place of business.

Is there any charge for an initial consultation?

No, there is no charge or obligation for an initial meeting to get acquainted, review your present situation and determine whether I can be of service.

 
Check the background of this firm on FINRA's BrokerCheck
Check the background of this investment professional on FINRA's BrokerCheck

Warranty and Disclaimer of Liability
The contents of this web site are distributed to you without warranty of any kind. Use of the site and its contents are at your risk. Charles M. Shackelford, cmsfinancial.com, Crown Capital  Securities, L.P. and/or any affiliated agent and/or its content providers are not liable for any damages you may incur from your use of this site. Although we make every reasonable effort to do so, we make no representations that the information presented is accurate, complete or timely.