Investment Advisory Services

The purpose of investment  planning is to

#1 Evaluation your current Financial Situation.

#2 Define your Financial Goals

#3 Determine Risk Tolerance and Time Horizon

#4 Decide what to Invest in and Why

#5 Monitor and Rebalance the Portfolio

We will offer a comprensive evaluation for each investment account with the current allocation of stocks, bonds, alternatives and cash and evaluate your risk tolarance and current asset allocation, evaluate each investment position and why you own them, make recommendations for any adustments, implement the recommendation and have on-going review meetings to keep you potfolio in check.   

We offer these types of accounts: Individual Brokerage, Joint Brokerage, Trust, IRA, Roth IRA, SEP-IRA, SIMPLE IRA, 401(k),