Our integrated, comprehensive approach is unlike anything you have experienced in the past. Combining our financial experience and expertise, with our unique methodology, provides a client-relationship like no other. We expect that you will already have an established relationship with a financial professional and we look forward to proving to you how we will still add to your wealth strategy.
Years ago, a well-known business school asked its graduating class if they had written goals. Only 3% did. At the ten year class reunion, the same question was asked again. The 3% that had written goals as of their graduation from business school were TEN TIMES as successful in business compared to their classmates with no written goals or plan. Failing to plan is planning to fail.
Experience in practicing law provided some valuable life insights regarding the things that are left unsaid and undone among those who felt they had plenty of time to handle such matters later. When the 11th item to do on your Top 10 List never gets done, time eventually runs out. Whether you have sufficient resources but haven’t made sure that they are protected and will be distributed according to your wishes, or you are a young couple or family just starting out, do not let any more time pass without having the absolute assurance that you have protected your family and your assets.
There is no magic investment to create wealth overnight. Time is an investor’s most valuable tool. Investing even minimal amounts over a long time horizon can achieve goals. Diversification to manage risk within your tolerance threshold is also necessary.
As life changes, so do your wants and needs. Ensuring your plan and investment strategy fit your ever changing life requires adjustments along the way. Reviewing your plan, in light of your life, a minimum of once per year and discussing quarterly results, as you desire, ensures a dynamic strategy that will always adjust to your varying needs.