Helping people plan their financial security and seeing them realizing their dreams and goals is the most rewarding part of my business. In my opinion my value to you can only be measured in terms of how much you see our relationship as integral to the accomplishment of your financial goals.
My practice is based on providing my clients with investment advice that will help them achieve and maintain early retirement, through a proven process based on risk management. There are four key principles to this proven method of portfolio management:
- Establishing an investment plan and philosophy, which will be our road map for all of our future investment decisions
- Maintaining an appropriate asset allocation
- Thoughtful investment selection
- Maintaining a view of the long term
I believe that my method of investment management can help you attain above average returns while maintaining a reasonable level of risk. The process I use is critical to identifying needs and opportunities and addressing them in an appropriate manner with the goal of giving you greater control over your future.
Keeping clients is no small feat, and my business is no exception. I offer my clients independent advice accompanied with a thorough review of their objectives and investments on a timely basis, which I find critical to investment success. Other services I can provide you with include:
. Making specific recommendations to help you meet your goals
. Provide you with alternative investment options
. Guiding you to think about areas of your financial life you may not have considered
Not only is investment advice important, so is the amount that you are willing to pay for it. When you choose to work with me, if you prefer, one simple fee can cover it all - trading costs, account administration, investment research and advice, personalized services including financial and estate planning, monthly statements, and online account access. You pay no commission on stock trades and you will only purchase F-class or "no-load" mutual funds.
I bring a strong passion for the financial markets and the desire to help people achieve their financial goals. I firmly believe in capital preservation and protection and use these principals as a foundation for each of my client's financial portfolios. Through my five years in the investment industry, I have experienced much of the ups and downs of the business cycle.