If any of these questions have been bothering you, but you have not had time to deal with them, give me a call. As an experienced financial planner, I can help you define your goals and manage your assets to work toward those goals. You will have confidence, knowing that you are managing your finances according to a rational plan.
I am a third generation financial planner and insurance agent, with degrees from Dartmouth College (AB 1972) and Harvard Business School (MBA 1975). I have been offering sound financial counsel to individuals, institutions and businesses for over twenty years. Find out more about my services