The Investment Connection
I am a Certified Financial Planner™ professional with a law degree and have been providing fee-only investment management and financial planning services for more than 20 years. My commitment to you means more than any certificate on a wall. You have financial questions... and you want great answers with a personal, hands-on approach.
Investing - Low-cost Index Investing, Socially Responsible Investing, Alternatives (daily liquid only) or other custom options.
Financial Planning - budgeting/saving, college planning, estate planning, insurance analysis, advice on 401ks and other employer benefits, retirement projections, and more.
My fee for ongoing investment management services is based on AUM.
My fee for ongoing financial planning only services is a fixed monthly fee.
LETS CONNECT!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.