Broker Check

The Process

  1. Understand the client's current financial circumstance and how that may change over time.
  2. Examine what needs and desires the client has, both short and long-term.
  3. Define how conservatively, moderately, or aggressively the client wants to grow his/hers funds, as well as discuss the level of risk that the client can handle and still sleep well at night.
  4. Allocate assets in appropriate investments that will help the client achieve his or her goals over time.
  5. Perform timely and regular reviews and assessments, ensuring the portfolio is accurately and consistently satisfying the client needs, personal situation, and current market conditions.