What challenges were you facing before working with us?
We had issues with paying too much credit card interest and not being organized with our IRAs, keeping to a budget and not understanding wants from needs.
How did our service help you overcome these challenges?
It helped track our financial needs more accurately and better manage credit card interest.
What services do you find most beneficial?
Having someone just a phone call or email away to ask important financial questions when deciding what to do or how to proceed. Tom was very helpful when we changed jobs and what to do with our many work-related IRAs. Tom does an excellent job with identifying opportunities for investment.