You will be brought onboard over 2 - 3 meetings. After the initial meetings and account setup, I proactively reach out to meet 1x per year in the fall.
- Decision partner for life events
- Safety-first investment approach to protect your nest egg
- Optimize your investments to lower your current & future tax bill
- Actively monitor for course-corrections required on your financial path
- On-demand advice
- Customize your investment selections to match your preferences
- Maintain your long-term retirement plan trajectory
Not quite ready to schedule an appointment? That's okay!