Whether you are considering working with a financial planner for the first time or would simply like a second opinion on your current financial plan, we offer a free initial consultation. Please complete submit your information and you will be contacted to setup your free consultation.
What stocks do you actually own? Is there overlap in your portfolio? Are you truly diversified? How much do you pay in fees (including commissions, advisory fees, custodial fees and trading fees)?
We can take an x-ray of your portfolio and provide you with answers to all of these questions.