I help seniors and their families to protect their nest eggs from bad markets, bad decisions, and bad guys.
I do this by acting as a kind of Personal Chief Financial Officer (CFO) for the family. I use a consultative process to identify current financial problems and then work with a team of experts to design solutions to help the family achieve their most important goals.
The families I serve don’t have to worry about money. I do that for them. I keep an eye on things and meet with them on a quarterly basis – in person if possible – to report on progress and update them on things. I’d be happy to meet you for a Discovery Meeting to explore whether we should work together. I invite you to call.
To serve; not to be served -Mark 10:45
Securities and investment advisory services offered through Woodbury Financial Services, Inc. PO Box 64284, St. Paul MN 55164-0284. (800) 800-2638. Member FINRA, SIPC, and Registered Investment Adviser. Candido, Inc. and Woodbury Financial Services, Inc. are not affiliated entities and do not render accounting, legal, or tax advice.