Are You Prepared for Retirement?

- Are you planning on relocating for retirement?

- Do you plan on working during retirement?

- Do you have your budget mapped out?

These are some of the questions I hear quite often. In fact, I work with individuals, couples and families of all shapes and sizes who are asking themselves these same questions. And, these are exactly the types of questions I like to address when meeting with a client for the first time. 

But, more importantly, what I really love to do is to get to know my clients. What’s your story? What are you doing now? And where do you hope to be in five, 10 or 20 years? When I get a chance to genuinely know you, that’s when I can connect you with a knowledgeable money manager who’ll fit your unique needs and desires – from growth investing and income to global investments and more. And, I connect you with money mangers who I believe are the best of the best!

REQUEST A COMPLIMENTARY CONSULTATION

Although I’m based in Northeast Ohio, I work with money managers and clients all over the country and even the world. You won’t find anyone more passionate about consistently delivering on clearly defined, realistic client expectations. 

“My clients rely on me to tell them the truth, and to be realistic.”

As a licensed investment professional, I have the freedom and flexibility to select from a wide range of products and services. 

Watch this quick video to learn a little more about me. I’d love the chance to get to know you, too. If you feel like there might be a good fit here, please take a few minutes to provide us with some information. I look forward to hearing from you soon.