located near Asheville NC in the beautiful smokey mountains
20+ years experience, hold CFP, certified financial planner certification
client centered firm delivering top quality personalized fianacial advice and service with integrity
Tell us a bit about who you are and the people you reach
individuals, mainly pre-retirees and active retirees seeking a full service wealth management firm to handle the planning and investment processes so that their retirement will be fully funded per their individual and specific goals, which will in turn allow them to fully enjoy their retirement years in their own style
Since I am located near Asheville in the beautiful North Carolina blue ridge / smokey mountains, feel free to include this in your logo if you desire but it is not required or expected
Not flowery or formal
Professional but sorta causal but not too causal
Be creative as I am not, remember I do numbers for a living.
Please add tag line - "Financial Planning, Investments & Wealth Management with Integrity"