There may be several ways to achieve your financial goals. Is there a more efficient way to do so? Another perspective may uncover ways to reduce risk while maintaining the same probability of success.
If this is the case, would you feel more comfortable working with an advisor that will continue to work with you well into your retirement years? Having started in the industry directly out of college, I have amassed over 23 years of experience, while well away from retirement with a young family.
Being born and raised in the area, I have seen all that the Hampton Roads area has to offer, that attracts countless individuals and families. There may be advantages of having a local advisor to help you directly.
A Certified Financial Planner™ is held to additional ethical standards and mindfully incorporate aspects of financial planning that include estate planning, life insurance, long-term care, investments and taxation.
firstname.lastname@example.org | (757) 599-9111