Retirement Analysis | Financial Planning 

It is not uncommon for people to find themselves in need of occasional professional financial advice. Yet most have no idea how to find a tenured CFP® having both depth and breadth of expertise across multiple financial situations. While employer retirement benefit programs may offer access to loose probability projections after answering a few questions; they are exactly that, loose probabilities lacking important personal situations/and data inputs that can drastically change the outcome.  Most desire “fee-only” hourly sessions offering objective advice and comprehensive council absent of any promotions of financial products or the lure to move your assets.   Our company offers hourly sessions focusing on financial planning and retirement analysis as a stand-alone engagement lasting hours or several meetings. What questions are you seeking answers to? What decision are you facing? What financial areas of your life do you need to address? Let’s talk!