Keith A Saari

Choice is a blessing and a curse. On the up side, a financial strategy that puts your money to work means choice – which university, when to retire, how retirement looks. On the down side, the number of investment choices can feel like a maze. As a financial advisor, I explore the options for those that give you control over your life choices.

We'll work together to fully understand what you want for yourself and your family. Then when I make a recommendation, I'll ensure you understand and accept it before we act.

It's easy to be tempted by the...