I meet with clients to understand your financial goals, personal goals and career goals.  We then assess your current financial picture and provide recommendations to mitigate risk, grow assets, plan for retirement, or outline how to spend money in retirement.  This approach allows our clients peace of mind with financial security and the opportunity to determine their career longevity and the legacy they wish to have.  There are various tools that can be used within Financial Services; however every tool has a unique function to perform and without a clear Financial Plan, the wrong tool can negatively impact your finances and ability to reach your goals.  I may or may not be a good fit for you, but we won't know that until we have a conversation.  Give me a call and we will typically know within 20 minutes if we're a mutual fit for each other.  I look forward to our conversation.