We strongly believe in an education-based approach when it comes to advising our clients. Our goal is to empower them with the knowledge to make the best financial decision with insurance and securities for their situation while assisting them with my expertise.  Whether people desire a simple mutual fund account with liquidity or a foundation for retirement planning, REGARDLESS of your risk tolerance, I can overview those options in very understandable terms.  I can also provide a fact-finder document that is a great process for clients to gain a sharper focus on their financial circumstances.  You can feel free to provide as much information as you are comfortable doing.  My initial consultations are complimentary, and this information would allow me to prepare a complimentary retirement income calculation for you.

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.  We are not the custodian of your funds and you will have full online access to your accounts at Fidelity, etc.  Also, if you chose a portfolio of mutual funds, any fees would be identical as if you went to a custodian like Fidelity directly.

Call today to schedule a complimentary consultation via phone, in person or zoom meeting.