"I believe clients receive tremendous value working with an experienced, independent, financial advisor who is committed to helping them achieve their goals."
book
The Retirement Answer was written in order to help people avoid many of the common mistakes that I have seen over the years.
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Get a Second Opinion

We will review your overall financial situation and look at the where you are now, where you want to go and the gaps, if any. The purpose of this meeting is to see if we are the ones to help you achieve your most pressing financial goals.
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Why select a "Fee-only" advisor?

Fee-only advisors work solely for their clients and are compensated only by a previously agreed upon fee. Therefore, they can be completely objective in their evaluation and can recommend a course of action based only on strategic financial considerations.