You might have a straight-forward question that I can answer quickly or your situation might be more involved.
Because I am a fiduciary I have to put your interests first. I am legally obligated to do so – that’s something that most stock brokers and insurance agents can’t say.
Let me know what’s on your mind. If you have a question I can answer in an email it will be my pleasure to do so. If you’d like to discuss financial planning, investment management or an independent investment review, let’s talk it over first.
Drop me an email and we’ll set up a free, no obligation 20 minute meeting to discuss how my firm can be of service. Please note that this meeting is to determine if we are a fit or not. It is not meant to provide a complete financial planning session.