How well you invest will dictate the resources you have available to meet your objectives and goals. This is why it is imperative that our advisors know your goals as we craft your plan because these will influence how we invest your portfolio. It is through our investment analysis process that we will determine if your existing portfolio is inefficient or suitable for you. In analyzing your investments, we review all of your accounts to summarize your allocation between equities (stocks), fixed-income (bonds) and cash.

These include your personal and work retirement accounts, taxable investment accounts and cash reserves in savings and CDs. Next, we review your specific investments to verify the quality of the investments as well as how much risk is associated with the underlying investments. Ultimately, our investment decisions and recommendations will help build you a portfolio that:

Generates enough income you can live off of in retirement

Offers growth potential so that it appreciates

Reduces security risks through diversification

Allows you to sleep at night