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.