Objective Advice: Investment, College, Retirement
David S. Erlandson, CFP®, Investment Adviser Representative
Revealing your hopes and fears regarding your livelihood is a process that requires trust. How do you find a financial adviser whom you can trust? Start by talking with a fee-only Certified Financial PlannerTM (CFP) who does not sell commission-based investments, annuities or insurance.
Wealth management is not just for the wealthy. We provide full-service investment management services on a flat-fee or hourly basis. Our clients enjoy these services:
Get started: complimentary in-depth consultation, online planning lab
Are you ready to Get Started by exploring financial planning? You can experiment with an online financial planning lab, or simply take advantage of our complimentary, in-person consultation.
The meeting is a wonderful opportunity for you to ask questions in a relaxed setting. If we're a good fit, we can work together to create a plan. We are low-key: we never pressure you or sell to you.
We also invite you to call or email us regarding our services and any of your financial questions, any time.