We offer personalized Financial Planning and Investment Services to individuals who seek a continuous, one-on-one relationship with their financial advisor.
To request a complimentary Get-Acquainted Meeting, please call us.
The purpose of a Get-Acquainted meeting is for us to discuss your financial goals and concerns. By the end of the meeting we will share with you the scope of planning and advice we will be able to provide. This meeting allows both of us to determine if we can be a good partner for your financial planning and investments.
Are you wondering if we can help?Give us a ring or send us an email to schedule a complimentary get-acquainted meeting.
Certified Financial PlannerTM (USA and JAPAN)