Investments

A financial advisor looks at all aspects of your financial life, not only investments.  As an advisor, I am obligated to always place your needs first.  I will get to know you and your goals.  Then I will work with you to create a plan to provide for those goals, whether it is paying for college, owning a beach house, or being comfortable and secure in retirement.  We will cover a number of topics beyond your investments:  savings, insurance, estate planning.