Complimentary No Charge Consultation
The following information is provided without charge during the initial consultation
1. How are your investments performing? A review of your investments will be done. Do your investments match your time horizon and investment risk tolerance?
2. What is the purpose of your money? The foundation of our success is our unique team-oriented approach to client-adviser relations. We invest the time to understand your immediate and long term goals. This process will help us develop a list of optimal and acceptable time horizons for achieving your lifetime goals. We will discuss such topics as when you would like to retire, income needs, travel planning, legacy issued, and other goals important to you and your family.
3. What is the most effective and efficient way to achieve your goals? Using a consultative educational approach and state-of-the-art technology, we will develop an investment plan that addresses all of your concerns about risk, asset allocation, and achieving your goals.
4. Is your portfolio on track and keeping pace? We provide quarterly reviews of your portfolio results. As market conditions of your goals change, we will help you evaluate the impact on your investment portfolio.