Second Opinion Service:
If you are not yet a client I invite you to come in and sit with me to determine if your current plans are aligned with your financial goals. If you are unsure if you qualify for a meeting ask yourself this one question:
“Do you know exactly how much money it is going to take for you to be able to retire comfortably – and remain comfortably retired?”
If you answered “No” to this question and would like to have this discussion, please call or email me today. This is a complimentary meeting and the coffee is on me.