A Cup of Coffee and a Second Opinion
Even the most patient person may come to question the wisdom of their financial plan.
By appointment, you're welcome to come in and visit with us: we will inquire about your financial goals and then review your strategies with you. If we think your plan and portfolio continue to be well suited to your long-term goals, we will gladly tell you so. On the other hand, if we think something is off track and no longer fits with your goals, we will explain why, in plain English. And if you like, we will recommend some alternatives.
Either way, the coffee is on us.