Investments, insurance, 401K retirement. Saving for the important events in life is not a sprint, but a marathon. When working with clients or perspective clients, I always want to find out what the important events in their future and lives are. Planning for future events doesn’t need to be a complicated process, but you do need a process to get it done. Whether it’s retirement planning, educational needs, legacy strategies or preparing for the unexpected, we are here to navigate you through life’s events. As well as working closely with you, I will also work closely with your CPA, attorney and other professionals to help you achieve your goals.
Membership Level: 1-4 FTE
Categories: Finance & Insurance