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Value statement

I have the utmost respect for the assets entrusted to me and recognize that they often represent the financial measure of a client’s lifetime. Committed, passionate and professional, I utilize a team-based approach, offering their individualized areas of expertise to each client while also working seamlessly with a client’s accountants, estate planning attorneys and other outside professionals to maximize resources. Their sole objective is to help create an individualized wealth management plan that provides income in the present and security in the future—for this generation and beyond.

Solutions

To help accomplish your objectives, I offer a wide range of financial solutions:

  • Investment management consulting and advisory/fee-based accounts
  • Fixed income products
  • Tax-free investments, management and planning
  • Retirement plans and 401(k)/IRA rollovers
  • Insurance services

Will political turbulence roil equities?

As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. Read the full economic outlook in the latest edition of Global Insight.

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
 

Contact us today to set up a meeting at (888) 524-7412.

Bulletin Board

Latest Insights

U.S. equity rally: Is this the start of something bigger?

Nov 08, 2019 | Kelly Bogdanova

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance?

Read more

Latest Insights

cloudy skies loom over the presidents private balcony at white house

Impeachment and investments: Will political turbulence roil the equity market?

Nov 04, 2019 | Kelly Bogdanova

We look at the potential implications of impeachment for equities, based on past market performance and the views of institutional investors.

Read more