Philosophy
Do you have a written Investment plan?
There are three keys to the job of an Financial Advisor that help work closely with you to develop a long-term diversified strategy.
- I must be direct. In our meetings, we will go through your situation so that I can be knowledgeable about you and your family situation. This allows us to work together to understand what you want your money to do for you.
- I am here as your guide when you need me. I will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize the potential for growth while minimizing your downside risk.
- It’s all about you. Your portfolio is part of your personalized, long-term strategy that we monitor closely to ensure you can achieve your dream retirement.
How?
Using strategies that are important to you!
- Company Selection – Making sure we pick high quality investments to empower you to participate in the gains while reducing your downside risk.
- What are you investing in? – When appropriate, using Environmental, Social and Governance to help mitigate risk.
- Cost – I am upfront about what your investments cost you on an annual basis and work with you in ways to keep this fair and equitable.
Your Investments:
We will work together to put together a diversified portfolio utilizing both the best Active Portfolio Managers to watch the trends and cycles in the economy paired with passive Investment Funds to keep costs manageable.
All these tools are put together with a personalized financial plan allowing you to maintain your lifestyle throughout your whole life.
