Services Offered
Building a strong relationship with my clients requires regular and consistent contact. As my client, we will meet on a regular basis to review the performance of your portfolio, discuss any changes in your financial circumstances and make the appropriate adjustments to your investments to help ensure a proper asset investment mix. At a minimum, we will meet annually for the review, more often if needed or desired by you, my client.
I have all the pertinent investment products and analytical tools at my disposal to help make sure that you are not only properly invested but also properly protected through asset diversification using the following products and services:
- Morningstar portfolio overlap programs
- Investment management
- Retirement & income planning strategies
- Estate conservation
- Tax-free bond portfolios