Bob Geddes

It is my belief that the purpose of having money is to not worry about money—but that requires a considerable amount of planning. What I'm seeing is that people have anxiety with money because they have financial instruments, but lack the blueprint. A plan is not an investment vehicle or an insurance product or real estate. A plan bridges the gap between your aspirations and financial solutions.

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.