We believe that anyone and everyone can benefit from speaking and working with a financial planner at least once in your lifetime, regardless of your age, income level or net worth. The value that a financial planner brings to the table is more than just their education, credentials, or employment history. The value added comes from the fact that we have seen and studied thousands of cases that deal with ‘run of the mill’ life events to unprecedented circumstances unique to the 21st century. And to make it even more challenging, the solutions evolve with the changing times, so we have to perpetually sharpen our tools through continuing education. It’s tough to go at it alone, especially if your bandwidth is stretched thin juggling life, family, and work.