One thought I just wanted to kind of chat about today…

What’s it take to meet with a financial advisor or talk to a financial advisor.

Well, I can’t speak for every financial advisor in the world, but I can talk about our team specifically and our team will talk to anyone.

Yes, I said anyone. We do not have a minimum. A lot of financial service firms you will see “we want to talk to someone that has $500,000 in assets,” or “our minimum account size.”

I never really understood that, maybe from my upbringing, maybe it’s where I work in the world. I don’t see that as something that is imperative to getting financial advice. If you want advice, or want someone to look your situation over, or someone to talk to you about your goals and your plan.

We are happy to do it, Call schedule an appointment.

My motto has always been “We don’t have a minimum; we don’t have a maximum either.” So, I’d love to test that theory at some point in time, I doubt it will happen, but if you want to establish a plan for your kid’s financial future, for their education, for your retirement, talk to someone.

If you can’t find someone… Our team would be happy to do it.

A quick thought just thought I’d share. Thank you.