1.
Creation
of financial plans for individuals and families.
I
believe that you can and should have a simple, easy-to-understand
plan to which goals and progress can be measured. Common plans include:
| •
Retirement Planning |
•
Cash Flow / Debt Management |
| •
College Funding for Children and Grandchildren |
•
Risk Management - Insurance needs |
| •
Portfolio Construction and Investment planning |
•
Second Opinions |
2.
On-going
portfolio Management.
Each client should have a clear and straightforward approach to
his or her investments based on their financial plan.
• Assessment of current investments,
and a broad range of low cost alternatives.
• A recommended portfolio of funds that match your expected
return and risk.
• Periodic monitoring of your portfolio to ensure that your
asset allocation is maintained.
• Scheduled communications through out the year.