Financial Advisor
We help you make decisions about what you should do with your money, which may include investments or other courses of action. We use our vast knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. These plans include not only investments but also savings, budget, insurance, and tax strategies.
The financial advisor is also an educator. Part of our task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics. At the beginning of your relationship, those topics may include budgeting and saving. As you advance in your knowledge, we will assist you in understanding complex investment, insurance, and tax matters. We synthesize all of this information into a comprehensive financial plan that will serve as a roadmap for your financial future.
Once your investment plan is in place, we will send you regular statements updating you on your portfolio. We will also set up regular meetings to review your goals and progress, and to answer any additional questions you may have.