FAQs

FAQ’s

What can I expect from your firm?
You can expect a comprehensive, realistic, financial or investment plan tailored to your needs and specific objectives. You can expect consistent and regular communication based on your individual communication style. You can expect trusted, ethical, financial planning and investment advice with bottom-line accountability. You can expect completely independent advice free from conflicts of interest. You can expect world class investment advice designed to provide you with financial freedom.

How often will I hear from you?
We believe in consistent and regular communication. Considering the fact that most of us simply don’t have the time to review big bulky investment performance reports or financial statements, we have developed a customized communication plan to meet the needs of each individual. You decide when the communication happens, and how the communication is delivered. In other words, we give you what you want, when and how you want it.

What if I have a question?
We have a policy to communicate as quickly and efficiently as possible with client questions. We make every effort to communicate in a same day format.

What is your philosophy toward investing?
Our philosophy toward investing is to focus on risk first, performance second, and taxes third. We focus on risk first to protect client assets from dramatic changes in valuation at any point in the investing cycle. We believe risk management must be proactive rather than reactive.
We focus on performance second because once the risk has been managed our goal is to maximize the performance of every investment we make on your behalf. We know that every dollar counts so we optimize your portfolio by taking advantage of every applicable investment opportunity available.
We focus on taxes third. We believe in tax efficient investing. We make every effort (once risk has been managed) to ensure that we are investing in the most tax efficient manner on your behalf.

How much do I need to invest with you?
Whether you have five dollars or five million dollars our goal is to provide the best financial planning and investment advice available today.

Prior to conducting business in any other jurisdiction, the firm will ensure that all licensing requirements or exemptions from licensing are met.

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