We don’t believe in the “one size fits most” style of investment management. Your investment plan should reflect your unique goals and priorities, so we take the time to listen and understand what matters to you. Then we determine together what will be most effective in helping you reach your financial goals. After your investment plan is in place, we continue to stay in touch. Communication, whether it’s through a phone call, a small group seminar, or a private consultation, is an important part of the relationship we have with our clients and is essential to a good partnership.
Making smart choices now will lead to independence, peace of mind, and financial security later on.
At twenty five, fifty seems so far away. But as any 50 year old can tell you - the second 25 years flies by in the blink of an eye - and so will the next 25! The sooner you have the right investment plan in place, the sooner you can begin making the choices that will lead to peace of mind and financial security for you and your family.
An investment plan should be as individual as you are - reflecting your priorities.
The process of determining what kind of investment plan best suits you, starts with understanding the things that are important to you. Just as no two people are the same, no two portfolios should look the same. Your plan needs to reflect your priorities and your goals.
Knowledge is power. A investment advisor should clearly and simply explain investment optionsand their impact on your financial security.
When it’s your future on the line, you should never be expected to follow blindly. Many investment managers assume you know everything - or assume you know nothing - which leads to a dismal lack of communication and information. We approach each client as an individual, taking the time to explain their options and provide sound advice which will help them make informed decisions.
Experience and integrity are crucial in today’s economy.
Planning for security in today’s market requires a keen understanding of the economy and marketplace. It also requires an advisor who isn’t tied to specific products or incentivized by the number of trades made. We have a proven record of maximizing opportunities, while responsibly limiting risk. We are not a commission based firm and our recommendations are not limited to only certain investment products or vehicles. Our only incentive is to see your portfolio grow - both in the short term and over time. This approach has earned us the trust of our clients, and we never take that trust for granted.
There’s more to financial security than investing. We take a holistic approach.
There are many elements to financial security - investing, insurance, tax planning, estate planning, legal advice. Our clients find security in knowing we understand “the big picture” and can make qualified referrals when additional expertise is needed. In fact, we’ve even stepped in to facilitate timely resolutions to complicated financial issues on behalf of our clients. Because to us, our clients are more than a balance sheet - they’re the people we serve.