Your journey to success begins with proper planning and is achieved by following a disciplined approach designed Just For You.
Once your financial plan is in place, we periodically review your plan for needed adjustments. Our lives and the financial markets are in constant change and financial plans are a “work in process”. We will make that process easier for you and help you every step of the way.
As a wealth advisor, I rely on my experience to assist in the development of core investment strategies and recommend the use of the same principles that were awarded the Nobel Prize in Economics as a backbone to customize each client’s portfolio. We seek to maximize long term returns while minimizing short term risk through proper portfolio diversification. This diversification involves an asset allocation strategy to reduce the overall risk of the portfolio by spreading risk across and within different asset classes. Close attention is paid to asset correlations with the goal of achieving and maintaining efficient portfolios that produce high returns for an accepted level of risk.
Our goal is to be an independent resource that offers unbiased advice based on solid fundamentals and not cookie-cutter formulas.
Our independent association with Money Concepts provides direct access to one of the largest product lines in the industry. This enables us to make unbiased recommendations utilizing quality investments and planning solutions.
The flexibility we enjoy facilitates our ability to customize strategies, while providing our dedication to service.
We’re committed to helping you meet your own unique challenges, objectives and financial goals. We pride ourselves on providing personalized service based on our can-do attitude. Our promise is to treat you with the individual care and respect you deserve. You can always expect our commitment to the highest level of professionalism with a constant eye on the details.
One of our goals is to keep you up-to-date and educate you all along the way via our monthly Client E-Newsletter, and our on-going series of wealth management strategy letters.
As always, we take satisfaction and extreme pride in the reputation we’ve built by providing seamless service and making recommendations we believe are in the best interest of our valued clients. I am looking forward to a long and successful relationship. Contact me today!