“However beautiful the strategy, you should occasionally view the results.” – Winston Churchill
My initial involvement with clients typically begins with a comprehensive Portfolio Analysis. This intensive review allows us to gain a complete understanding of your overall financial picture.
With this understanding I can then tailor my recommendations to help you address your personal goals and objectives.
The Portfolio Analysis also provides us with the necessary information to prepare insightful, long-term projections that can be used to develop detailed retirement plans, thorough estate plans, and well thought-out funding plans for additional goals.