In my experience, investors tend to worry too much on what is urgent and not enough on what’s important – getting comfortable with an investment strategy that can help them navigate their retirement years. I have found that most clients are really seeking a trusted advisor. I think all families, regardless of their net worth, want objective advice that’s meant to help them. It’s meant to serve them. It’s not meant to sell them a financial product. If you’re looking for a qualified advisor to help you through the maze of investing and financial planning strategies, there’s a possibility we’re a good fit.
I know it can be hard trying to find the right financial advisor to work with. I’d be happy to invest an hour of my time getting to know you better, your financial goals, and help determine if there’s value I can provide in your life. I do all of my initial appointments via the phone and/or web conference. To set up an initial meeting, to see if we could be a good fit – just use the Contact Form here button below or contact our office at (210) 224-1600.
We would love for you to contact our firm for an initial interview. This isn’t a high-pressure sales call. This is a chance to see if we mesh well together.