With over 30 years of experience in the field I am capable of dealing with any and all unique client situations. My approach focuses on 3 key business principles. I call it the Three R’s.
- The Right Goals
- The Right Mix
- The Right Solutions
The Three ‘R’s
The Right Goals
There are many different financial decisions in life that can be difficult to manage. It is important to have a strategy put in place when dealing with these decisions. The relationship with our client starts with the development of a comprehensive financial plan to achieve their long-term financial goals. As part of this plan, we cover the investment, tax and estate planning aspects of each of our client’s situation Focusing on matters that you can do something about, and are unique to you together we can determine:
- Retirement projections based on your current and future needs
- Develop strategies that link your lifestyle goals to your financial resources
- What amount you need save or invest
The Right Mix
The right mix is paramount in managing market risk. I have a disciplined method to rebalance portfolios. Each client’s account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. I believe that the best client is the one who is fully informed. As a result, I have a strong client commitment to client communications through a regular newsletter, regular workshops, market updates and guest speakers.
The Right Solutions
Whether it is an active income plan, disciplined equity strategy or a special situation solution, my goal is to provide a unique solution crafted to your wants, needs and capabilities. You can expect a long term partnership built on transparency and honest opinion.