Services
My Investment Advisory services include Investment Management and Financial Consulting. You may elect to hire me solely for Financial Consulting or a Second Opinion.
Investment Management
Discretionary investment management
Investment tax management
Ongoing monitoring
Advice and education to save you from making costly mistakes
Financial Consulting
Retirement Income Planning
Education Planning
Insurance Planning
Estate Planning
Second Opinion
Review your current portfolio
Correct any investment and planning errors
Provide a sounding board for your questions and concerns
Download my brochure here to learn more about my services.
My Investment Philosophy
I don’t believe in market-timing, or other common practices that are not in your best interest. No one has the expertise to consistently predict the market’s direction or pick stocks or investment managers that will outperform.
I use broadly diversified, low-cost investments, and seek to reduce portfolio turnover and minimize income taxes.
My clients are patient, long-term investors. I see my role as helping you stay disciplined, focused and avoid making costly mistakes.
As an Investment Advisory client, your assets are controlled by you and held in your name, with account activity reports sent directly to you from my firm’s independent third-party account custodian – TD Ameritrade Institutional. I receive no compensation from TD Ameritrade Institutional. I will have limited power of attorney to execute transactions on your behalf.