Sounding Board for Family & Friends

We can act as a sounding board for our client’s family members and close friends. Family and friends do not need to become a client to take advantage of this service.

These “Family and Friends” sessions are strictly educational in nature.

Topics that might be discussed include:

• Retirement savings goals
• Children/grandchildren education goals
• Debt management, e.g., which debts should be paid off first and how quickly
• What types of retirement accounts are most advantageous
• How to plan for major financial goals, such as retirement, buying a house, etc.
• We also offer investment-only and financial planning-only services for those who are a future fit for our full service but are not quite ready now