An important part of our job is to stay abreast of changes in investment opportunities, tax policies, and economic trends. Our education and experience has prepared us to sift through masses of information and pull out only what is applicable to you or can be used to your advantage.
We can help you determine whether the "great investment opportunity" they`re talking about at the office is really in your best interest. Your input is always valuable because it keeps us attuned to your needs and concerns.
You gain peace of mind knowing that your investments are being handled on an individual basis, and are continuously being fine-tuned to the changes you make in career, family, education, or life-style.
We start be taking a fresh, close look at your current financial situation. Gathering these facts gives us ... and you ... a very clear starting point on the road toward helping you meet your financial objectives. Your objectives may include:
Tax Reduction MethodsTax Deferral Techniques
Determining Risk ToleranceSetting Investment GoalsSelecting Investment VehiclesMonitoring Investment Portfolio
IRA SelectionRetirement Plan Selection & DesignDistribution AlternativesIRA Rollover Options
Targeting Cash NeedsSelecting Methods for Funding Education
You may become financially independent IF ...
We are sure you understand the necessity for careful review and implementation to get the results you want. But, you can`t get results until you take the first step and call or write to us. We`ll set up an interview at you convenience and get you started on the path to a great financial future!
firstname.lastname@example.org | (703) 591-5021