Do I Need an Advisor?
If you are wondering whether your financial home is safe and secure, ask yourself:
- Have I been doing my own investing and financial planning but believe I could do better, or . . .
- Do I feel disillusioned with my current advisor due to the lack of proactive communication or personalized attention, or . . .
- As a baby boomer, and close to (or in) retirement, am I unsure if I've saved enough, or . . .
- Am I simply ready to put my unorganized financial house into order?
If you said yes to any of these questions, consider a consultation with us.