…it is best to review your investments.
…you feel there is probably something more than you can/should receive from your current broker or your investments.
…you say, “I think we should get a second opinion.”
…you have accumulated $100,000 or more in assets and you want to explore other options for your future.
…you want more personal attention and not just feel like you are too small to matter.
…you deserve to have a true planner and deserve to get the most for your fees and costs.
…you have earned the right to have a financial planning specialist work for you and leave the retail world of mutual funds and brokerage accounts.
If any of these statements sound like you, contact me for a free, no obligation discussion about your financial future. I can help you explore other options even if you choose not to work with me.