My mission is “to be the best in class" at delivering comprehensive financial planning for clients. I will take the time, and use my training, to ensure the best overall financial outcomes for you and your family. I will also follow your progress on an ongoing basis, allowing you to direct your focus on your business and/or living your life to its fullest.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW