Does it seem probable that you will outlive your money, or that your money will outlive you? If you don't know, this is what I offer...
A cup of coffee and a second opinion.
If you're open to it, I'd welcome the opportunity to visit with you. I'll ask to outline your financial goals and review your portfolio with you. If I think your investments continue to be well suited to your retirement, I'll gladly tell you so and be on my way.
If, on the other hand your investment strategies no longer fit your goals, I'll explain why in plain English. And, if you like, I'll off you some alternatives.
Understand, there's no obligation to you, and regardless of the outcome, the coffee's on me.
| Available Specialties | Request More Quote |
|---|---|
| Business Taxes | Request Quote » |
| Virtual/Remote Business Tax | Request Quote » |
| Personal Taxes | Request Quote » |
| Estates and Trusts | Request Quote » |
