My practice is 40 years old, and my staff is highly qualified. I hold the designation of Accredited Asset Management Specialist from the College of Financial Planning.
My experience shows that most investors never attain the long term returns as represented by the various bench marks (S&P 500) or quality mutual funds due to a disruption in their investments. Disruptions typically occur due to portfolio volatility, investment mismatches, or style drift.
To remedy these ongoing issues, I advocate the Asset Management Process. This entails creating a financial snapshot of our client, determining his/her likes or dislikes and past experience, establishing financial goals, making ongoing recommendations, implementing our plan and continually monitoring it to assure conformance with their financial goals.
I keep a keen eye on investment risk at all times. I believe that most investors never fully define their investment process up front and, therefore, navigate the investment process without a road map- so to speak.
My practice provides strategies which assist individuals in Financial Planning, Asset Allocation, Insurance as a risk management mechanism, and Estate Planning. I focus on the growth and preservation of wealth.
