Schedule an Appointment With Our Team

Meeting Type: *

Introduction Appointment
Return Appointment
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Select "Introduction Appointment" if you, or your client, is meeting with Strategic Associates for the first time. If this is not a first time meeting for you or your specific client, select "Return Appointment."

What is your objective for this appointment? *

I am a taxpayer looking to explore solutions or incentives to reduce my tax liability.
I am an advisor looking to explore solutions or incentives for a specific client.
I am an advisor that would like to collaborate with Strategic Associates and learn about their programs.
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Please select the Associate you want a meeting with: *

Roger Roundy
Caden Gunnell
Derek Miller
Nic Bailey
Kyle Moore
Gaje Ferguson
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What Adjusted Gross Income (including any capital gains from liquidity events) range applies to your client and/or their business? *

$300k - $800k
$800k - $1.5M
$1.5M+
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What Adjusted Gross Income (including any capital gains from liquidity events) range applies to you and/or your business? *

$300k - $800k
$800k - $1.5M
$1.5M+
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