What are the things in your life that are more important than money? Your answer to this question outlines the horizon over which every financial strategy should be built and measured.
For me, the answers have been shaped over three decades of experience…
If you feel we have common ground to explore together, I invite you to contact my office at your earliest opportunity. Each year, for the benefit of our existing clients, we accept a limited number of new client relationships. Our initial meeting “The Way of Discovery” will help us both explore whether the potential exists for a long term relationship.
Frank Leyes, ChFC