You Would Like to Hire an Advisor Who Can Assist
You With the Following:
Retirement Financial Needs
Review your assessment of your needs.
I am an advisor who is not selling any proprietary products or has any sales quotas.
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.
Design a strategy for minimizing your tax burden.
Hourly cost or fee-only, with an estimate of a not-to-exceed price for the initial consultation, and annual follow-ups