We do not day trade or recommend changes in your portfolio based on daily headlines or tweets. We take a long term approach to investing where your strategic asset allocation should be based upon your age, financial status, risk tolerance and overall goals.
We provide service and advice in the following areas:
- Investment Advisory Program - Minimum fee based relationship size is $250,000.
- Financial-Retirement Planning - Secure Online Planning Survey
- Asset Allocation Advice - Do you like where your assets are currently held and are only looking for a plan to properly manage the risk in your portfolio? We can do that for you with our Investment Consulting Agreement.
- Risk Assessment - Am I Comfortable With The Level Of Risk In My Portfolio?
Services are provided virtually though live meeting technology, secure email and/or over the phone.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.