AMERICAN EXPRESS FINANCIAL

Angie's List since November 2007

Not Rated| 1 Review

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Upper Left Wealth Management

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.

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RATED

11/12/2007

Kevin was great to work with, and very flexible; he came to meet with us at our home after hours since we work and have young children so it is difficult for us to make arrangements to come to his office. He offered financial products where we were lacking, such as college savings options for our children, but has been completely professional when we have chosen to get those products from other so...

DESCRIPTION OF WORK
Kevin worked with us to establish clear financial goals, our investment/risk tolerance, and evaluate our current financial situation against the goals. He continually re-evaluates our situation through various changes (job changes, additional child, etc.) and offers updated guidance.

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