The way individuals handle and invest their money will often determine whether or not a goal is achieved. There are numerous types of investments available and the choices for investors can be daunting. It is important for the advisor to understand the various investment choices that are available, and to understand the advantages and disadvantages of each for a given situation. It is also essential for the financial advisor to understand risk, how it is measured, and its relevance when evaluating returns and preparing client portfolios. This is where experience comes in.
We are truly independent and the standard we hold ourselves to requires us to act in your best interest. The products that are ultimately chosen will be based on your needs with our understanding of the big picture. We will take the time to get to know you so we get it right from the beginning. After your portfolio is built, we will set you up for semiannual reviews to continue the education process, monitor the progress, and make adjustments. We want you to be successful!
Lastly, I want everyone to know that clients do not have to engage us for financial planning. They may not need it or maybe they do not want it. Many of our clients come to us for investment management only. I enjoy managing money. That is why I got in the business. I understand that investment management is all many people need.