Due to COVID-19, we have closed our offices for in-person meetings. We continue to maintain regular office hours. Our staff is working remotely and are happy to meet online or by phone at your convenience. Please feel free to book a meeting with your advisor on our booking page. Thank you for your patience and continued support.
Doug Custer, CFP® was featured in an article by Citywire today discussing the various paths to take when having low-asset “small” clients.
Click here to read it.