A fresh set of eyes. A fresh set of ears. Your retirement deserves both of them NOW.
Think this question over- Does your financial advisor really listen to what you say and does he still today have new ideas to improve your retirement?
Do you find that you are in investments that you don't really understand?
Do you wonder why the investments you have today are the same ones you had while you were working?
Have you and your advisor recently looked at your monthly expenses and income together to see where improvements can be made to make your life better?
Does your financial advisor work as hard for you today as when he was "wooing" your money?
Local brokers and big national companies, like Fidelity and Fisher Investments, make a percentage off your assets each year. Why would they want to propose a solution that would disrupt that money machine?
We offer a FREE 30-minute phone consultation. We will even meet in person.
Let us be your new set of eyes and ears. You can only win.
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