We are lucky to be working with Rob Canavan at Pure Financial Advisors as our financial planning advisor. He and the ...
We are lucky to be working with Rob Canavan at Pure Financial Advisors as our financial planning advisor. He and the Pure Financial team have been doing an excellent job of helping us analyze, invest, and manage our financial resources, as well as monitoring taxes implications. Rob has an easy going personality and is excellent at explaining the concepts and details of financial planning and investing. He takes the time to explain concepts and important items so that we can understand them and make appropriate decisions. He listens to concerns and provides valuable feedback and recommendations. He also provides valuable insights to think about as we go through the various phases of maturing, retiring, and subsequent aging, to help with understanding not only financial planning sides, but also other things to expect in various life stages also. It is always a fun and interesting discussion when meeting with him, and I always learn new things. He's great!!
Services
Tax planning, Service
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