Behavioral Finance Advisor
+ Accredited Investment Fiduciary
= Exceptional Retirement Advice
We are constantly working to minimize the time you need to put into working on your investments. We do as much as we can for you, from filling out forms and sending you a DocuSign to hosting Email meetings for investment committees.
"Most of our clients don't have the time to devote to managing their investments they should. I help them so they can spend time on what's really important."
Sean L. DeFrehn