I am professionally successful. I have a busy schedule and prefer to use my free time pursuing my interests. I want to understand what is happening with my finances, but I do not have the time or inclination to focus on the details of my investment portfolio. I have an idea of what I want in retirement, but I have not made concrete plans. I am looking for an experienced professional to partner with to achieve the outcomes I desire. Trust is paramount.
We are not satisfied with the service or advice we are getting from our broker/advisor. We want a partner we can rely on. We know that one of us will pass before the other. We want the confidence that the spouse with less investment knowledge is supported with education and guidance. Trust is paramount.
I am overwhelmed. I recently became divorced/widowed. I need someone who can help me through a difficult financial and personal time. I am looking for an experienced professional who can address my concerns and anxiety, and is willing to provide education whenever necessary. Someone who is patient, empathetic and will listen. Trust is paramount.