Knowing exactly where you are and where you want to be is essential. Understanding what it will take and how to get there is a truly vital part of achieving your dreams. Utilize our comprehensive planning and wealth management services to develop a personalized road map for success. We will provide our professional experience and guidance every step of the way.
Your journey to success begins with proper planning and is achieved by following a disciplined approach designed Just For You.
Our in-depth discovery process enables us to assess your current financial situation and develop prudent strategies to accomplish your goals. You can take comfort in knowing we will provide easy to understand explanations of our analysis, logic & recommendations.
We will walk you through our step by step planning process to assist in determining an appropriate course of action for each of your financial challenges.
Balancing Risk and Reward Based on Your Personal Needs, Objectives, Attitudes and Goals.
We provide professional portfolio management and a variety of advisory services to assist our clients in the management of their investment portfolios. Our disciplined investment process is customized for each client and utilized to establish guidelines for the portfolio construction process and targets for the on-going management of their portfolios. All portfolios are monitored and managed based on the client’s personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to provide the best opportunity to meet the objectives and goals of their portfolios.
As a wealth advisor, I rely on my 25 plus years of 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.
Because of our independence, our clients know we have access to a full roster of non-proprietary products and a complete menu of unbiased wealth management solutions.
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 investment strategies, while providing our dedication to service. It also provides access to platforms for working on a fee basis or commission basis depending on your preference.
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 the highest level of professionalism with a constant eye on the details.
We provide value added services like our customized Portfolio Builder & Diversification Program and a personalized Client Service Road Map to keep us on the straightest path to success. One of our goals is to keep you up-to-date and educate you all along the way via our monthly newsletter “Money Talk” and our on-going series of wealth management strategy letters. Also be sure to ask about Pro Cash Plus to help you manage your cash flow.
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!
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: The Tranel Financial Group is an independent firm and not affiliated with Money Concepts