Your first visit is to find out if our services are for you. We'll answer your questions and review your financial situation - with no charge or obligation on your part.
If you choose to proceed, we'll gather additional data and develop projections to illustrate how various investment strategies may impact your financial future. Throughout these meetings, we LISTEN closely, to determine who you are as an investor, including your comfort zone in terms of investment risk.
The end result:
A realistic investment strategy that fits your particular needs and objectives.
Once your strategy is defined, we'll implement your program. Your account will not be put on a shelf. It will be constantly monitored and adjusted in response to our research, changes in your situation or economic developments.