The Investment Connection
I am a Certified Financial Planner™ professional with a law degree and have been providing fee-only investment management and financial planning services for more than 20 years. My commitment to you means more than any certificate on a wall. You have financial questions... and you want great answers with a personal, hands-on approach.
Investing - Low-cost Index Investing, Socially Responsible Investing, Alternatives (daily liquid only) or other custom options.
Financial Planning - budgeting/saving, college planning, estate planning, insurance analysis, advice on 401ks and other employer benefits, retirement projections, and more.
My fee for ongoing investment management services is based on AUM.
My fee for ongoing financial planning only services is a fixed monthly fee.