Short term and long term goals differ in how they are approached and which risks they experience.  Together, we walk every client through the following steps:

  • Defining your goals
  • Creating a written plan
  • Understanding the basics of investing
  • Diversifying your assets
  • Putting your plan into action
  • Monitoring your plan at least annually

Whether just starting out, or you are closer to retirement and reviewing your existing plan to be sure you are on track, I can help with an appropriate investment strategy. Each clients needs and objectives are carefully analyzed so the investments we select are a perfect fit with your overall financial plan.