Our Process

Asset Allocation

We differentiate ourselves from other firms by creating individualized custom financial plans and investment portfolios based on your personal goals and interests. We reject the idea that you should be placed into a standard "cookie cutter" portfolio based on your age or your station in life.

We take the time to do an individual assessment of each client’s risk tolerance and objectives prior to making any recommendations.

Once this information is assessed, we then create a custom portfolio tailored to meet that client’s specific needs.

We do this by utilizing an asset allocation model. The asset allocation model, originally championed by Nobel Prize winning economist Harry Markowitz, devised the modern portfolio theory. Markowitz's theories emphasized the importance of portfolios, risk, the correlations between securities and diversification.

We then conduct regular reviews of the portfolio with our clients, either on a monthly, quarterly, or annual basis depending on the individual client's needs.

Asset Allocation does not ensure a profit or protect against a loss.

Planning

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

Securities, Advisory Services and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

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