At least once a year we meet with our clients to talk about everything BUT finances. Why? Because the better we know you, the better we can support you.
In these meetings we aim to create an open dialogue with thought-provoking questions to understand your passions, habits, and goals, even those pipe dreams. Then we help you more efficiently navigate the planning space to optimize your finances. We don’t want to encourage you to steer clear of something you want because of the cost; we want to help you figure out how to cover the cost.
Helping you pursue the life of your wildest dreams is what keeps us motivated.
Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and CandorPath Financial are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.