Self-employment is growing in popularity as more and more people see the benefits of working on their own terms. However, it can come with some major drawbacks. For example, many freelancers have trouble securing a mortgage when it comes time to purchase a home.
Planning involves more than just investment advice. We firmly believe in the value of a personal one on one relationship.
Our goal is to deliver exceptional planning and advice to our clients with the highest level of service.
Contact us today to set up a consultation meeting.