Request for Consulting Services

Please fill out the form below and select the area(s) that you would like to meet with a consultant to discuss. Use the Questions field to ask any specific questions of the consultant.

First Name
Last Name
Phone Number
E-mail Address
Street Address
Zip Code
Financial Planning (general review of present situation, income needs and sources of retirement income, investment analysis, types of annuities, stocks, bonds and options, lump sum pensions; 401(k) plans)
Legal (estate planning, wills, trusts, power of attorney, gift and estate taxes, guardianships and conservatorships, medical directives, etc.)
Personal Computing (Undergraduate students from UST's Computer and Information Sciences Club will offer basic one-to-one education on personal computer usage, including assessing and organizing, running programs and gadgets, personalizing, exploring the internet, working with pictures, using voice and sounds, printing and scanning, email, maintaining security, managing your operating system, etc.. These services do not include computer set up, diagnosis of serious equipment problems, or repair.)
For each of the areas checked above, please briefly state your question or specific concern: