We don’t sell products.
We don’t receive commissions.
Fee-only, advice-only financial planning
We don’t sell products or receive commissions. You pay us a flat fee to design a comprehensive financial plan.
If you’re serious about planning for your retirement, it’s time to talk to us.
Happy clients make us happy.
It was the morning of doom and gloom. We were glued to the TV set watching the horrific 9/11 attack happening right before our eyes. Almost forgotten was the kickoff meeting we had scheduled with Rob that day to discuss our financial future. The ringing doorbell brought us back to our own reality, Rob had arrived as planned.
Of course a day we will always remember and not just for 9/11. My wife and I were 15 or so years away from retirement at that time and needed to put some structure, direction, and expertise into our financial future.
Over the past 20 + years Rob has provided the financial knowledge, foresight and direction that has helped us plan for and execute a comfortable retirement lifestyle. The investment selections have been shifted and mixed as needed to maintain our growth curve objective at a level of risk that we both are comfortable with.
Over this time the world has thrown numerous negative (and some positive) events at our plans but with Rob’s vigilance, expertise and key financial strategies we have remained on track.
-H & B
