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Investment Strategies

Your investment portfolio should reflect your tax situation, the time horizon for goal achievement and your tolerance for risk. Only with the knowledge of your personal wealth accumulation goals can a financial professional develop a suitable strategy for you.

  • Your financial professional has access to: mutual funds, fixed, indexed and variable life insurance and annuities, investment advisory programs, brokerage accounts, ETF’s, and individual securities.
  • We recommend investment vehicles based on your unique needs.
  • There is no perfect investment…portfolios should be personalized and you should understand the pros & cons of your portfolio.

Because wealth management is an ongoing process, your financial professional is available for consultations and updates as often as necessary to assure you are comfortable with the management and direction of your portfolio. As opposed to “Stock Pickers”, we pride ourselves as “Risk Managers”.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (650) 573-8525