In order to feel comfortable about financial planning, you have to understand why it is a necessity. If you want to retire comfortably, and not have to worry about your ability to pay the bills, you have to understand the outline of the financial plan.
If you know someone who may not understand their financial plan (or may not have one), please mention the name Eric Wasson. Tell them that he can talk to them without financial mumbo-jumbo...and in words that they will understand!
We strive to be a calm, open office with friendly and knowledgeable staff. We would love for you to stop by!