Derek brings extensive experience helping professionals, business owners, corporate executives, and others plan for retirement and navigate other financial challenges and opportunities. His clients feel comfortable having a long-term relationship based on trust. Susan's passion for fee-only, comprehensive financial planning continues to propel the firm since she founded it in 2007.
She oversees client service and firm management and is dedicated to understanding the needs of her clients. Jon works with retirees and those in the wealth accumulation phase. He assists clients with investment management, and provides financial planning on a project or hourly fee basis. Beginning his career during the financial crisis, Ryan has seen the positive impact of solid financial planning advice.
She oversees client service and firm management and is dedicated to understanding the needs of her clients. Jon works with retirees and those in the wealth accumulation phase. He assists clients with investment management, and provides financial planning on a project or hourly fee basis. Beginning his career during the financial crisis, Ryan has seen the positive impact of solid financial planning advice.
Services
Planning for your retirement can be an overwhelming task. By listening to your retirement goals and analyzing your comprehensive financial situation, a good financial planner can provide personalized strategies and ongoing counsel to simplify the process, incorporate all areas of your financial, tax and estate planning, and offer peace of mind.
My advice: Resist! Unfortunately, the urge is strong - almost irresistible. It looks so easy in hindsight, and the results are so spectacular. Let's pick a stock at random: Waters Corp. (symbol WAT), a midsize manufacturer of high-tech equipment, such as liquid chromatography systems. Waters is not an especially volatile stock, yet in nine of the 12 years starting in 2000, its yearly high has been at least 50% higher than its low.
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