I truly look forward to meeting and talking with you to assist you on your financial path.
Have you ever felt like your financial advisor has simply "parked" your nest egg in a handful of funds? Want more from your advisor AND your investments? If so, contact me for a FREE second opinion.
Our Financial Approach
Knowledge is power when emotions are in balance. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop objectives that carefully balance investment strategies while aiming to preserve principal.
Today’s economic environment brings about certain challenges for investors. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to work towards those rewards. We enjoy helping people build a sound financial foundation for the future.
We invite you to check out all the material on our website. If something prompts a question, please don't hesitate to contact us.
Our target client typically has a background in engineering but has moved into a leadership role with their company by gaining the ability to see the bigger picture. We find most of our clients in the oil and gas and mining industries, but a few do come from the tech and telecom industries as well. These individuals tend to have a majority of their net worth locked up in their company’s stock due to restricted stock plans. We can help directors and above reduce their risk by implementing specific trading strategies around their restricted stock. They are intelligent enough to do it themselves, but lack the time required to study the markets.