I established my office in 1982. Since that time, numerous clients have entrusted me with the placement of their assets. I continue to do everything possible to vouchsafe that trust.
Just as each person carefully selects a financial consultant, I am cautious in accepting clients. It is important that expectations on both sides of the client/professional relationship are reasonable and achievable. Client referrals are preferred.
I would characterize my investment strategies as conservative to moderate. Further, the majority of my clients are retired or preparing for retirement. Frequent elements included in our planning process are IRA rollovers and the establishment of monthly income for those entering retirement. Strategies for younger clients are more growth oriented to address asset accumulation.
As you can see from our services page, we offer a very comprehensive menu. I would emphasize that we focus on diversity, management and flexibility in all investment strategies.
You are welcome to schedule an appointment at your convenience and with our compliments.