For Individuals

What do you expect from your investment advisor?

Truthfully, most people don’t know what to expect from a financial planner. They only hope that at the end of their working career they will have enough to retire on. But let’s face it, there’s a lot of living to do between now and then. Your investment advisor should help you create wealth today and enjoy it. They should help you protect it as it grows. And they should show you how to transfer it to those you love.

You should expect to be your financial planner’s primary concern. In other words, your needs come first.

You should expect and receive open and honest communication from your financial planner. in fact, your future depends on it.

You should expect results.

Services Offered:

  • Retirement Planning
  • 401k / IRAs / rollovers
  • Asset Management
  • Health Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
  • Estate Planning
  • Disability Insurance

Many investors recognize it is difficult to accurately predict the direction of the investment markets on a consistent basis. While we strive to identify market trends, strong sectors and leading stocks, there are times when investments do not perform as we projected. When this occurs, perhaps it is the action we intend to take that separates us from other financial advisors.

If an investment is not performing as intended, sometimes the best course of action is to exit the position and discuss a revised strategy. This simple procedure may be what is or was lacking from your former advisor. “Communication with the client and a decisive action plan based on your investment goals and risk tolerance” … this simple procedure may be what you are seeking.