Before we develop and manage your investment portfolio, we work closely with you to determine your true threshold or tolerance for volatility. We design your portfolio based on your timeline for needing money and we align expectations with realistic earnings.
We review the many thousands of possibilities from the hundreds of carriers that we have access to as an independent financial advisor, analyzing what is most suitable and cost-efficient based on your objectives. Then we educate you so that you can make the right decisions for your family or business.
We review the many thousands of possibilities from the hundreds of carriers that we have access to as an independent financial advisor, analyzing what is most suitable and cost-efficient based on your objectives. Then we educate you so that you can make the right decisions for your family or business.
Our estate planning services include helping create and put in place all of the structure and legal documents necessary to protect your estate against probate, legal expenses and taxation, as well as spelling out your wishes and designating who will carry them out when you are incapacitated or pass on.