You Would Like to Hire an Advisor Who Can Assist
You With the Following:

Retirement Financial Needs

Review your assessment of your needs.

Independence

I am an advisor who is not selling any proprietary products or has any sales quotas.

Portfolio

Recommend investments, based on an explicit balance of growth vs. security.

Because I am independent

You benefit from advice and products tailored to your unique financial needs.

Taxes

Design a strategy for minimizing your tax burden.

Cost

Hourly cost or fee-only, with an estimate of a not-to-exceed price for the initial consultation, and annual follow-ups

If You're Concerned About Your Financial Future, Lets Talk

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