LEARN

If you'd like to learn more about my approach to financial planning and investment management, I recommend reviewing these informational pages.

What to Expect

What is it like to work with Seagrass Financial?

Investing
Philosophy
+
Financial
Independence
Life Insurance

Have you planned for the future of your dependents?

RECOMMENDED READING LIST

Education

If You Can

by William Bernstein. It is a short (15-page) paper targeted at millennials, but the basic concepts and message are applicable to just about anyone.

The Four Pillars of Investing

by William Bernstein (one of my favorite financial authors). A great introduction to market history, investing, and other financial planning topics.

All About Asset Allocation

by Richard Ferri. Clear and readable introduction to investing.

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