My mission at Seffrood Wealth Management is to help Retirees, Business Owners and their employees accumulate retirement income. We know what it's like to work hard.
With decades of experience and a passion for seeing my clients succeed, I employ a general three-part structure to investing.
I start by organizing your financial life. Once I have an understanding of your risk tolerance, I incorporate the current financial landscape into your roadmap. Finally, I make sure to continually monitor your progress as you work toward your goals.
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.