At Crown Haven Wealth Advisors we can work with anyone so long as they have an emergency fund in place. One of the great things about what I’ve done is I’ve been fortunate enough to travel the country and work with folks from all different demographics. The underlying theme with all them is they just want to be ok.
When you have expertise in a given field you feel this incumbent upon yourself to share that expertise. I really view myself as an educator not as an advisor or salesman or anything of that nature It’s more education first and client-centric and when you do that everything else takes care of itself so it’s not about the size of the client’s portfolio It’s about helping people achieve serenity and happiness in their retirement
If you would like to have the top financial advisory firm in Carmel, Indiana working on your side contact us today for a complimentary review of your portfolio.