People who are new to investing often struggle with two issues. The first common issue is trying to do everything themselves by learning through the internet or experience. The second issue is finding someone willing to work with them when they “don’t have enough investable assets”. Both can be painful experiences coupled with big losses. The question then becomes how to accumulate “enough” assets to find a partner in the financial world. Our financial advisers enjoy working with newer investors to help them learn the ropes. We can help answer questions, avoid common pitfalls, and create a plan for investing over the long haul. Additionally, we can help investors meet multiple goals with flexible plans because we know life changes fast. This way, if you're saving for retirement and have to adjust the plan to make room for a child, it doesn't have to ruin your finances or change your retirement plan.