Who Are You?

    • A DIY Investor with a financial situation that has become too complicated to keep up on?
    • Owner of a small business who doesn’t have the time or energy to keep up with the latest investment, tax and financial planning concepts
    • Pre-Retiree/Retiree that has major decisions coming up that you are unsure about
    • Someone with significant investments with another advisor/firm that has retired, been passed around, doesn’t contact you or only tries to sell you products