In working with my office, you will find that our approach seeks to balance your needs for immediate income with your longer-term asset accumulation goals, while taking into account your investment objectives, tolerance for risk, tax issues, family concerns and philanthropic objectives.

After analyzing your goals and gaining a better understanding of your current financial picture, I work with your current financial picture, I work with you to create recommendations for action, plans and strategies. With a plan in place, we will begin executing the actions and strategies.

I monitor your investments and strategies, looking for changes in performance, risk characteristics, investment style, and investment management. I will speak with you regularly to review results, and am always available to discuss concerns and answer questions.

*Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

No investment strategy assures a profit or protects against loss.