Introduction: I offer in home-consultations free of charge. Matters of financial importance or family security are much easier discussed in the comfort and privacy of your own home.
I believe wholeheartedly that a financial plan has a much greater chance of succeeding when the persons involved are educated and understand how everything works together within it. I like to focus on helping client's understand the markets, understand risk, and understand the ultimate goal. With that foundation, there is a much greater chance of success!