Of course. We can meet face-to-face virtually and I’m not afraid to get on an airplane from time to time if necessary either. Many ‘local’ clients prefer to meet via phone or web conference as well, it’s simply more convenient.
Passport Wealth Management is a fee-only financial planning firm that works with clients to make their dreams reality. We provide professional, competent and trustworthy advice to help clients make sound financial decisions.
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Passport Wealth Management
17505 W. Catawba Ave,
Cornelius, NC 28031