I enjoy working with individuals and families who feel that I can have a significant impact on their lives. They include people near retirement or currently retired.
I might be a good fit for you if:
- You have a high concern for your family and loved ones
- Retirement is a major concern
- You are between the ages of 45 and 80 years old
- You view investing as a hindrance rather than a hobby
- You seek a trusted advisor to help simplify your financial life
- You have over $750,000 of investable assets
If you feel you have one or more of these characteristics, we might be a good fit for each other. Please reach out to me so we can meet in person to discuss your financial goals.