As a CFP® professional, Nathan believes in comprehensive, holistic fee-based financial planning. Every client’s unique goals require a custom, independent financial plan. Once a plan is created, Nathan assists his clients with implementing the strategy and organizing their finances. Successful financial planning is a long-term process requiring a lifetime client- advisor relationship.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.