Managing Director - Branch Manager
CurrentMy clients and I explore a broad range of topics that are likely to influence their financial future. From their family situation to their career aspirations, from likely education expenses to the retirement they ultimately envision. What I learn will become the foundation for a financial and investment strategy based on who they are and where they want to go. Only then will I talk with them about the details of investing: how much risk makes sense, their asset allocation, and which investments are right for their portfolio.But that's just the beginning. Over time, I will revise their plan to reflect new aspirations and priorities, helping their plan keep pace as the markets change and their life unfolds.HOW I WORK WITH YOU: MY PLANNING & INVESTMENT MANAGEMENT PROCESSPERSONAL REVIEW: ASSET ALLOCATION & PORTFOLIO PLANNING:IMPLEMENTATION:ONGOING COMMUNICATIONS & REPORTING*Masters of Business Administration Finance (MBA)*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. *The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Plans Specialist℠, CRPS®, and the CRPS® logo, and the certification marks Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo.
