104 North 14th Street
People get overwhelmed with the decisions and determinations that must be made leading up to retirement (5 years or so before) and in the early years (those first 5 years or so) of retirement. It’s exhausting. We take the ‘tired’ out of retirement.
In addition to those mentioned above, we have found we work really well with ‘women in transition’, that is women that have gone through a divorce or became widowed.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA) and Accredited Investment Fiduciary (AIF), I adhere to a variety of ethical practices and standards that emphasize putting the client’s interests first.
As a ‘Father-and-Son’ team, we bring a multi-generational perspective and approach to our planning.
Winning in the financial world is seldom from home runs. Instead, it’s the result of a series of singles, doubles, and the occasional triple that comes from applying the fundamental principles of planning and invest on a consistent basis over time.