After 40 years of Financial Advisor experience, I retired in mid 2023 as a Certified Financial Planner (CFP), after managing over $100 Million for my clients. As a CFP, we helped our clients understand the financial world, their own situation, and then helped them to make their own learned decisions. As a Certified Mentor with SCORE, I am similarly helping business owners both start & grow their businesses. Many small business owners need various areas of consultation, but do not wish to pay for it. Ours consultations are totally FREE. Plus, we have about 10,000 Mentors in all fields of business, just waiting to help you. I bring them into our client sessions, as the need arises. My expertise is in financial planning, estate planning, and investment planning. My extensive business experience benefits my SCORE clients in pursuing their goals. We sometimes end up with alternate recommendations which can help achieve their business needs. We have the resources. Utilize them.