We meet with clients across the country by using web-based technology where you can view our computer screen. Upon starting one meeting, we asked our client how she was doing. She replied, “Great! I just put my feet up and poured a glass of wine."  I told her I was jealous.

When working remotely you can discuss your finances in a relaxed environment, from the comfort of your home or office.

Benefits of working remotely with a Financial Planner

❊  Meet from the comfort of your home or office                                             ❊  Flexible Meeting Times

❊  Spouses can participate from different locations                                       ❊  Secure Online Document Sharing

❊  Skip sitting in traffic                                                                                        ❊  Avoid trying to find parking or getting directions

Click below to launch a web call with Michael


Office Location:
WE recurrently working remote

Mailing Address:
PO Box 1045
Bethany Beach, DE 19930