Investment & Retirement Income Planner
What I offer: a cup of coffee and a second opinion.
By appointment, you’re welcome to sit with me for a while. I’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then I’ll review the portfolio for you and with you. If I think your investments and strategies continue to be well-suited to your long-term goals – in spite of the current market turmoil – I’ll gladly tell you so, and send you on your way.
If, on the other hand, I think some of your investments no longer fit with your goals, I’ll explain why, in plain English. And, if you like, I’ll recommend some alternatives. Either way, the coffee is on me.