1272 A Jungermann Road,
Because we don’t know what the future holds, I plan for the unexpected by having a financial comfort zone for each client, depending on their specific financial circumstances. Because physical health often declines as we age, I help clients plan for increased medical and nutritional costs in the future, which will support their physical health as much as possible.
As an independent advisor, I have access to a wide variety of investment strategies, which allows me to customize client portfolios to their needs. I take an active management approach while staying cost-conscious and rebalancing portfolios to keep them aligned with clients’ goals. I believe in diversification and rotation, keeping in mind business cycles when it may be more prudent to invest in different kinds of industries. I am also mindful of how decisions are made by monitoring our behaviors with respect to market conditions, and helping clients stick to their long-term goals by managing the emotions that come with investing and money.