15707 Rockfield Boulevard
In an effort to help my client’s better understand the various ways in which I can help with finances, I thought I’d list some interesting questions and discussions I’ve had with people recently. As you can see from the questions below, there is a wide range of topics covered, some which may surprise you as they are not typical questions you may think to ask a financial advisor. I want to encourage and invite all of you to call me at anytime when you are evaluating financial decisions in your life, whether big or small.
Please call me with your questions.