I have been fortunate to be able to serve as financial advisor to a core group of clients for many years.  Although each family and individual is unique, they typically share a few characteristics.

  • Most clients are either retired or within 10 years of retirement.
  • Most clients are long-term planners who avoid high-risk short-term investing
  • Most clients have already achieved a great deal of success and are committed to sticking with a well-thought-out plan for the rest of their lives.

All of my clients appreciate having a responsive advisor who returns communications promptly and efficiently.

If this sounds like you, we might be a good fit for working together.  Give me a call at 719-638-3451 and we can schedule a time to discuss your plans.