At Crimmins Wealth Management, we've seen a lot of individuals and families who need help clarifying their desired future. And we can certainly empathize with you if you find it difficult and confusing to determine if you are on the right path. We'd like to help, we believe we can, and to that end, here's what we offer: A cup of coffee and a conversation.
By appointment, you're welcome to come in and sit with us a while. We'll ask you to outline where you are and where you want to go. Then we'll review your gaps and how best to close them.
If we think your strategy and investments continue to be well-suited to your long-term vision - we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your strategies and investments no longer fit with your vision, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives. Either way, the coffee is on us.