How To Choose An Advisor

How To Choose a Financial Advisor

Course Description:  Discover where you are with your financial goals and learn what role your financial advisor should have in helping you implement them.  This Q&A time is useful when contemplating changes before you make them.  Whether you are just entering retirement, changing jobs, relocating from out-of-state, recent death in the family, etc., all emotional changes can be less painful with the committment of a financial professional.  Learn how this intimate relationship can benefit you and your family.  Contact us for a private consultation or a group presentation.