Financial Advisor for Strosser Wealth Management
Each person is unique.
Therefore, each clients financial needs are different.
I focus on each clients needs, individually, to help them accomplish their financial goals. I provide asset management services for those clients who already have assets elsewhere and looking for a review, or consolidation. I also function as a financial coach for those clients who are new to investing and just want to know that they're making smart financial decisions along the way to accomplishing their financial goals.
If you are a small business owner looking for help establishing retirement benefits for your employees, I also assist with making the decisions to get new retirement plans started and provide ongoing enrollment guidance for each employee as they become eligible to participate.