My husband and I are self employed and as such, we need more than just what the brokerages can give. We have no 401K or matching, we do all of our retirement/college savings on our own. Jeff at Mountain Financial is the first advisor to teach us how to make our money work for us so that we can put our kids through college AND still have a retirement left for ourselves. Thank you Jeff, for giving us our first positive look at the future!
My husband and I are self employed and as such, we need more than just what the brokerages can give. We have no 401K or matching, we do all of our retirement/college savings on our own. Jeff at Mountain Financial is the first advisor to teach us how to make our money work for us so that we can put our kids through college AND still have a retirement left for ourselves. Thank you Jeff, for giving us our first positive look at the future!