Financial advice can add up to 5.1% to portfolio returns over the long term.

Financial advice can add up to 5.1% to portfolio returns over the long term. 11/21/24 Retirement Planning Coffee Talk
That could make up to or more than a $7m difference!
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Weekly Retirement Planning Coffee Talks are a casual way for me to connect and answer questions-even if you’re not a client-at no cost. Join us on Facebook Live or stop by my office to enjoy free coffee. If you’d rather not ask questions online or in person during the live session, feel free to message me directly. Or simply enjoy your coffee at my office, and we can chat once the live video wraps up.
There’s no pressure to work with me or become a client, whether you join in person or online.
My mission is to provide my clients with the highest quality advice and service. To maintain this level of care, I limit my practice to 100 active clients at a time, as I have a fiduciary responsibility to each of them. While I cap the number of clients I work with, I’m dedicated to serving as many people as possible by sharing valuable information and answering your questions. That’s why these Coffee Talks mean so much to me.
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Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional regarding your own situation. And since this is a live session, I may occasionally make a mistake.
Link to schedule a meeting with me if you are interested: outlook.office...
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