Connor specializes in working with clients who have outgrown their current financial advisory situation. Together you will develop concise and individualized financial strategy based around your unique financial situation. We will utilize current tax, investment, and insurance planning strategies to ensure your money is working as hard for you in retirement, as you worked to earn it. He will guide you through a multi-step discovery process to answer: Where are you now? What do you want your future to look like? What can be done to help you achieve your long-term goals and objective?
Member Since: 2018