Your current advisor isn’t as available or as responsive as you’d like. You’d like to have a conversation with your financial advisor several times a year (and they promptly return your phone calls)
Life’s been busy and you haven’t saved as much for retirement as you’d like. You’re interested in learning more about how a professional financial advisor can help
You’re a small business owner who needs help to find the best methods of managing the assets in your company, succession planning and minimizing taxes.
You’ve been DIYing it for years and have been doing OK but now it’s getting uncomfortably close to retirement and you want to ramp up your game
You’ve been investing but you don’t have a clear strategy throughout your investment portfolio
is your savings strategy enough to support you through retirement?
are you coordinating your current strategy with stock options and company matching/benefit packages?
are you coordinating with your spouse’s benefits?
what role is insurance playing to safeguard your wealth, minimizing taxes and providing an income stream for the future?
what other partners do we need to bring on to provide broader estate planning advice?
Let us create a comprehensive investment strategy that gives you the essential financial freedom and stability you require during retirement.
“Ben’s vast expertise gives us confidence that our financial future is in good hands. Any questions we have are always answered and our concerns are addressed. Ben’s easy going nature make our meetings informative and enjoyable.”
- John & Michelle, April 2024