Affinity Wealth Advisory Group, Dale Shafer, CFP®, APMA®
Financial & Investment Services
When choosing a financial advisor, what matters most to you? Is it education, experience, or credentials? How about the name on the door? Or, is it the investment philosophy?
I happen to think there’s something that matters more.
What’s interesting is no matter how my clients find me, they seem to ask some variation of the same three questions:
Am I where I should be financially at this stage of my life?
How can I get my kids through college without anyone taking on a lot of debt, or sacrificing our own dreams and retirement?
How can I make sure I don't run out of money in retirement?
Are these the same questions you're thinking about at night as you try to drift off to sleep? These questions are your more.
What you're really asking is: "how can I feel more financially confident?" But, if all you seem to hear about is the performance of your investment portfolio, you may be missing the right guidance.
Your more is what really matters… and, it happens to be where I believe I do my best work.
Are you ready to live financially confident? Contact me today to get started.