INVESTMENT PLANNING

Our Investment Philosophy

In the world of Complex Investments Finding a knowledge-based approach that aligns with your individual goals and objectives.

Strategic Asset management

Utilizing technology and education to help develop a Portfolio that gives you diversification and potentially help reduce risk and volatility inside your portfolio. We work with clients from all different risk spectrum. From Conservative No Risk to Full Active Management. Finding a balance is important. Protection of Inflation Risk, Market Risk, Financial Risk Systematic and Unsystematic Risk.

Investor Behavior

Managing client expectations between "Risk and Reward" with client education and continued focus on Long Term objectives versus Attempts to time the Market.

"Market Timing Hall of Fame is a very empty lonesome place."

Utilization of Market Research & Technology

Working with the Best of Breed of Investment Managers and Market Researchers to help build customized portfolios. No "Cookie Cutter" portfolio. We believe in Individual-Based Portfolio. Paying Special Attention to Cost, Tax Implications, and Management History.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

LPL Financial Form CRS www.lpl.com/CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Representatives are currently licensed for Advisory Business: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IS, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

For Brokerage Business: AL, CA, CO, DC, FL, GA, ID, MA, MD, MS, NC, NV, NY, OH, OK, SC, TX, VA

For Insurance & Annuities: AK, AL, CA, CT, DC, GA, MA, MD, NC, OH, OK, SC, VA , TX

Talk with your representative on additional states not listed.

INVESTMENT PLANNING

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