Everybody deserves access to a financial professional
What We Offer:
A Cup of Coffee and a Second Opinion
When times are as crazy and confusing as they have been over the past 12 months, even the most disciplined investor may come to question the wisdom of the investment plan they’ve been following.
We’ve seen a lot of difficult times come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer, a cup of coffee, and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while (or reserve time with us via Zoom). We’ll ask you briefly to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you.
If we think your investments continue to be well suited to your long-term goals, despite all the recent turmoil, we’ll gladly tell you so and send you on your way.
If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.
Ask Nolan Ku, CERTIFIED FINANCIAL PLANNER™
We are happy to provide financial guidance.
On a scale of 1-10, how comfortable are you with your current financial plan? Fill out the form with your questions or information and we’ll be in touch shortly.
A cup of coffee, and second opinion
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