Angie's List since November 2007
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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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.
CATEGORY financial advisor
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