Understanding your needs
Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years. You may be looking for a balanced investment portfolio, growth or a plan that generates income. Perhaps minimizing income taxes, or estate or retirement planning are important to you. You may not even be certain what you need.
Regardless of your situation, I will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions. My most important job is to listen – to understand you and your family’s investment needs, and to work with you to set out long-term investment objectives. I will work with you to define your tolerance for risk, and develop realistic and achievable investment objectives that are based on your needs and comfort level.
In recommending an investment strategy, I consider various factors, including your:
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Return objectives and risk tolerance
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Investment time horizon
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Current and future need for liquidity
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Current lifestyle requirements
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Tax situation
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Unique needs and circumstances
Making sense of today’s ever-changing financial markets isn’t easy. But having the right perspective on where the markets are going – and how that affects your portfolio – is essential to succeed as an investor.