Faith rarely gets mentioned when discussing how to successfully invest for retirement. I’m not referring to faith in a religious sense, but faith that the markets will go up over time, albeit with temporary and sometimes drastic pullbacks. Ironically, as the market is still near record highs, pessimism, skepticism, and nervousness continue to be the prevailing sentiments. Virtually everyone I know has significant skepticism with regard to current market values. And… Read More
My Investing Principles
When choosing a financial advisor, it’s critical that you agree on a common set of beliefs to ensure that proper expectations are set. Therefore, I felt it would be helpful to make my specific planning and investing principles readily available. Below you’ll find my Investing Principles. If you’re interested in my Financial Planning Principles, click here. Investing Principles: Your Financial Plan Determines Your Portfolio – We build financial plans with your… Read More
My Financial Planning Principles
When choosing a financial advisor, it’s critical that you agree on a common set of beliefs to ensure that proper expectations are set. Therefore, I felt it would be helpful to make my specific planning and investing principles readily available. Below you’ll find my Financial Planning Principles. If you’re interested in my Investment Principles, click here. Financial Planning Principles: In order to be successful financially, you need a plan –… Read More
My Process – What You Can Expect
The process I use has been designed to help you make a comfortable decision regarding who you’d like to partner with for your retirement. There is no cost or obligation for going through this process as I want you to know exactly what you can expect before you pay us a single dollar. Step One – Initial “Fit” Meeting: Perhaps most importantly, I understand that for many people, the most… Read More
