Financial Education

Have you ever opened a financial statement from your bank or investment firm and not understood a word of it? Are you so overwhelmed by the financial language or numbers that you don't even know what questions to ask? You are not alone! Before retiring, I spent 25 years helping people plan for retirement in the greater Bay Area of California.
I was a Certified Retirement Counselor and General Securities Principal with my own Office of Supervisory Jurisdiction.
I am here to answer any questions you might have: No question is too small and there is no such thing as a stupid question.
What I will not be doing is recommending any specific type of investment, giving investment advice, or referring you to anyone still in the business of doing such.
One of my biggest concerns are with these seminars that are offered which I myself have attended.
They are often misleading and because people don't have the background, they don't know what questions to ask.
If I can help one person from making a major financial mistake, I will be happy.