Do we really need to pay a financial adviser to tell us to spend less, save more and invest more?


Yes, for the same reason we (or Medicare) pay a doctor to tell us to eat healthier, exercise more and get adequate sleep.  But there is another reason we go to a doctor – we seek assurance that if there are more serious problems, they get picked up and addressed.


It is the same with an adviser.


If you have doubts and would like your financial situation to be evaluated, please email us on or with your contacts, for an exploratory meeting, at our cost, not yours.