Q&A Newbie (0 pts.)
Keith has handled the investment accounts for my family for many years. After starting a family, I set up an appointment with him on the suggestion of my uncle. I didn't really have any savings and figured it wouldn't make sense to meet with an advisor but went anyway. I was so wrong. Keith took a lot of time speaking with my wife and me about our goals, budgeting, retirement savings and college planning for our very young children. Although we didn't have a lot of money to invest, he was more than willing to give us some guidance. We now have a much better understanding of where we want to be in 5 (10, 15, etc) years and what we have to do to get there.
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