Angie's List since December 2015
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 free 30 minute consultation to review your medical bills. Auditing your bills, catch mistakes and make sense of Explanation of Benefits (EOB's). Patients will get the most from their medical bills.
Behavioral Health per Affordable Care Act.