As a financial advisor with knowledge and experience in retirement planning, I help people plan for the retirement that they desire. I operate a comprehensive investment planning and wealth management practice that focuses on helping clients seek to create, grow, and protect their wealth.
My investment management process begins by looking at where the client is today and where they want to be in the future.
Next, I evaluate the clients’ aggregate investment portfolio without regard to where it is or who manages the money. The goal of this step in the process is to see if there are any investment management issues that surface given the volatile economy and the client’s current station in life.
I use the client’s financial goals in conjunction with the clients’ current financial situation to structure a systematic approach toward accomplishing life’s paramount financial goals. This strategy is implemented and monitored on an ongoing basis.