Included in your financial plan are specific written recommendations regarding your investment accounts. We will analyze your current positions and prepare reports that compare your portfolio risk, past returns, tax efficiency, and fees to their appropriate benchmarks. We then recommend alternative strategies to help you better align your portfolios to your financial goals.
We work for you as an independent advisor on a fee basis and offer no proprietary products. We are very conscious of fees and taxes, and our goal is to be as efficient as possible. We use a variety of investment products including mutual funds, ETF's and individual securities to help you fund your plan.