We start by clarifying your goals and analyzing your current portfolio. We'll discuss your risk tolerance, concerns and worries around investing, and answer questions you have about retirement. Then we work together to design an investment strategy for you.
Because we're fun! And we can talk to you in regular terms, explain your options and help you make sense of investing and retirement. Oh yeah, and we have more than 30 years of experience between the two of us. Check out our bios below for more details.
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