I work with individuals, families and business who may feel that the investment world has ignored them. I pride myself in helping to make investments understandable and accessible. Much of the jargon and terminology used by investment professionals may be designed to impress clients, but usually results in confusion and anxiety. I like to help clients cut through the nonsense and select investments appropriate to their own unique situation.
Everyone's situation and risk tolerance is different. For each client, I believe in selecting the right investments and then evolve personal strategies as needs change. I don't hesitate to recommend taking gains when an investment has performed well.
Referrals are always welcome: (317) 810-2172 or firstname.lastname@example.org