There are two schools of thought when it comes to financial planning:
1. Everyone should have a financial advisor, and
2. Everyone should act as a self-directed investor.
If only the latter were possible. Consider that we’re talking about your financial well-being. A skilled financial advisor brings experience and knowledge that most of us just don’t have.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)