Becoming a Client

The relationship Eric Kuehnel has with his clients is the cornerstone to the services he and his team provide. For this reason, he believes that it is important to ensure a good fit. Eric recommends that you and your spouse join his team in person to discuss your goals and preferences. Eric follows a formal process when interviewing new clients, which begins with documenting your goals and dreams. The first meeting tends to take about an hour.

Following the initial interview, the team will prepare and present a proposed investment plan to meet your needs. Once you have had a chance to review their process and are completely satisfied that Eric and his team are a good fit, they would then proceed with opening an account for you here. No obligation, no pressure. Easy.