Paraplanning

I have a curious mind and generally will be interested in pursuing a project that I have not taken on before that falls within the scope of my services. Feel free to reach out if you have something that is not listed and we can discuss solutions. Open to ongoing and one-time relationship. 

I have experience with multiple financial planning software's used in the industry. The advisor must provide access to financial planning software and any materials they want used in the planning. Analysis can be provided without software, depending on complexity. 

I cannot do any trading on behalf of an advisor. I am not registered with any firm, which allows me to do this kind of work.