I highly recommend Steven Silber if you are looking for someone to help you plan your financial future through investments, as was the case for me. He made me feel extremely comfortable with this next step in my life as he has a very easy way about him.
He asks questions and sees where you are at and what you have now and listens to what your future goals are. From there he gives you recommendations. He also let's you know when it will be necessary to make changes and why according to your goals. He makes sure you understand your choices, not what he tells you to do, with simplified analogies.
He genuinely seems to do what is best for you. For instance, he could have pressured me and sold me a variety of insurances I was asking about but said to go through my job as it might be more cost effective for one of them. He gave me some information and said we could discuss it another time when I was ready and to just let me know.
He reached out to me several times the first year we worked together, to have my annual review to see if my goals were the same, how my investments were doing and gave me options for changing my investment strategies after I asked about it. He gave me different projections for different options.
I never had to give him answers then and there and he never made me feel like I was taking up to much of his time. He would even find other ways to explain something to me when I didn't initially understand. He truley strives to teach you so that you are a partner with him in your financial planning.
I believe my future is in reliable hands that are looking out for my best interest, not his. read more