I'm often asked what kind of clients am I looking to work with. The answer is simple. I want to work with people who want a partner to help them realize their vision for retirement, whether they are already there or on their way. If you are looking for someone to make a quick buck on the latest "hot tip", I'm not for you. If, however, you are looking for someone with an established process, to help you a stay on track to reaching your goals, give me a call.