Founded 2008 • Angie's List since February 2010
A Rated | 1 Review
I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.
A few reviews for this pro…
DESCRIPTION OF WORK
I was immediately helped by a stand out professional that helped calm me down, obviously when you are in debt things are a little bit stressful. After that we went over the debt that I had and figured out exactly what my options were in settling my debt instead of just doing a bankruptcy. Thank goodness this process was easy and painless.
CATEGORY financial advisor
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