You may not be a good fit if:

  • You are early to mid-career, and retirement is a long way off.
  • You are more worried about how to save for retirement and less worried about how to spend in retirement.
  • You have needs in young family planning, college planning, debt management, student loan management, special-needs planning, stock options, and alternative investments.
  • You are self-directed and confident in creating and implementing financial solutions without ongoing advisory services. If you would like a second opinion, reach out and we can discuss your plan with a complimentary call.
  • You are reluctant to delegate investment, retirement, and tax planning needs to a financial professional.