Steve Grant, AAMS | LPL Financial Advisor
A few facts you should know: I am a family man with a wonderful wife and 4 awesome children. I’ve been truly blessed in that arena and I make a conscious effort to thank God for them all every single day!
I'm passionate about understanding what you are trying to accomplish in your financial life and tailoring your investment strategy to try to give the highest probability of success in achieving those goals. Goals are essentially dreams with deadlines. My job is to distill them down to raw numbers and implement specific, actionable, and measurable strategies to move you confidently in the direction of your dreams.
I'm also passionate about freedom. It's been said that freedom is the oxygen of the soul. I strongly believe that while money cannot buy happiness, when combined with a life of hard work, responsibility, frugality, savings, and careful management, it can ultimately buy freedom.
If this approach resonates with you, I extend an open invitation to come in for a cup of coffee and a second opinion on your current investment strategy. I'll ask you to briefly outline your goals and what you want your investment portfolio to do for you. We'll then review it together. If we find it is well aligned with your long-term goals you can proceed on your way with confidence from a second opinion. If not, in plain English I'll explain why and if you want, recommend some alternatives.
Either way, I'll buy the coffee!