How to right your financial ship

Does the thought of managing your finances make you want to crawl under a rock? You are not alone. In fact, only 37% of Americans have enough money to cover a $500 emergency.

The good news is that those who plan ahead are far better off. Further, working with a financial advisor can significantly improve your financial outcome. Consider the following two recent studies. 

  • Vanguard found that by working with an advisor, investors can add as much as 3% in net returns on an annual basis
  • Morningstar found that working with an advisor can result in 29% more in annual income at retirement 

Click on the video to learn about my approach and how I will help you balance the conflicting priorities of protecting what you currently have while setting yourself up for long-term financial success.