Experience, knowledge, and preparation, help to eliminate fear and create peace of mind. A sincere commitment to servicing and caring about our clients allows me to instill comfort with confidence in their financial future. Tracy, Angel and I are committed to:
- Working hard
- Listening and understating your needs and goals
- Returning phone calls and e-mails in a timely manner and:
- Achieving what we say we are going to do
Investment Planning Process
Focusing on your goals and needs is most important when creating your investment plan. While undergoing this process, I consider your investment knowledge, financial priorities, risk tolerance, liquidity needs and income requirements.
The process results in a strategy that encompasses:
- Determining the appropriate asset allocation for you
- Making diversification a priority, to help mitigate risk
- Paying careful attention to fees and costs
- Helping clients understand their options
- Selecting managers who can add value where I cannot
