As we discuss your investment strategies, we take into consideration how critical it is to listen and evaluate your comfort with risk. Once we acquire a mutual understanding, we utilize a disciplined process to diversify and periodically review our investment strategies in an effort to minimize all the potential risks that could weaken your portfolio.

We take this process one step further by having an honest dialogue with you about the planning strategies and the impact that they may have on your portfolio objectives. Whether it is an ongoing investment or income strategy, we will help you understand and periodically review the impact to your short- and long-term objectives.