903 North Main Street,
My clients are busy and don’t have the time to actively manage their investments and stay on track with their financial plan. They understand the value of a financial advisor and are looking for one they can trust to put their best interests first and manage their plan for them. Serving as your investment partner, I am committed to helping you pursue your unique financial goals and objectives by following a disciplined, holistic planning approach.
The first step is getting to know each other. I take the time to understand why you’re seeking help from a financial advisor, what keeps you up at night, and what your ideal retirement looks like. I also evaluate how conservative you’d like to be with your investment strategy based on your time horizon, investment objectives, and any tax considerations.
Next, I take you through the investment consulting process, which is designed to help me determine how to best address your financial goals and dreams. During this phase, I share my investment portfolio recommendations, customized asset allocation strategies, wealth management opportunities, and more.
Once we have agreed upon a direction for your financial plan and investment strategy, I open accounts and we focus on funding.
After your plan is in place, I provide quarterly performance reports, ongoing due diligence of investment managers, investment newsletters, tax harvesting, and portfolio rebalancing. At least once a year, we meet to review your plan, determine any changes that need to be made, and ensure you are on track with your strategies.