How We Serve You
Do you have a clearly defined investment strategy that is consistent with your long term financial goals?
We believe the financial planning process enables you to clearly define your goals and focus your financial resources on achieving your objectives. In order to attain your goals, you need to know where you stand, where you want to be, and how to get there.
By understanding clients and their circumstances, we are better able to assist them in putting together a comprehensive strategy that can take into account their unique needs, whatever they may be: retirement, tax, income, estate needs, an so on. By extension, we direct them toward a sensible and appropriate portfolio diversification and strategic asset allocation that will be consistent with their financial goals and risk tolerance.
We are energetic, diligent and proactive in ensuring that client investment portfolios remain structured to meet their stated investment objectives. We monitor client porfolios regularly and report progress through regular, periodic reviews: quarterly, semi-annually, or annually, by way of telephone or in face-to-face meetings.