How He’s Different…

There are four imporant differences between Bob and most people in the financial services industry.

QUALIFIED

Bob is a CERTIFIED FINANCIAL PLANNER™ professional and has an MBA in personal financial planning.

EXPERIENCED

Bob has created financial plans for over 100 couples and individuals over the past 17 years to help them pursue their financial goals.

INDEPENDENT

Bob doesn’t work for a bank, a brokerage firm, or an insurance company. He is able to recommend the most appropriate option for each client.

EASY TO WORK WITH

Bob goes out of his way to make his services affordable and accessible.