It’s not about OUR money, it’s about YOUR money and how to make it work for YOU.
You have three fundamental choices to make: ONE is to make all decisions by yourself. TWO is to get someone to help you. THREE is a combination of the first two choices.
If you don’t want help from anyone, that’s OK. Many people have great success.
If you do want help, we are very qualified to provide that help. Our clients say they are comfortable with who we are, how we interact with them, how easy we are to talk with and be responsive to their needs.
We now live in very uncertain times. Our goal is to identify useful ideas, strategies, tactics and tools that will make a positive difference in YOUR life. None of us can change the past; all we can do is influence the future.
With my career as a financial planner and investment advisor winding down, I can help you find qualified planners and advisors where you life and work. Over the years I’ve developed extensive professional relationships with financial organizations with skilled and talented advisors with whom you can begin a relationship if that is your choice.