After thirty years of investing, I have seen many ups and downs. My goal is to help clients keep things as simple as possible, especially in the retirement years. I am always direct about investment risks and potential, and about the challenges of complicated family dynamics in estate planning and asset management. Our business model is to manage assets with a fee-only charge and consult on the rest of the financial picture as an added benefit of our money management. Feel free to contact Cameron or myself to setup a free consultation.