We believe that working with a financial professional is essential to successful financial planning.

A financial professional will serve as a buffer and screen to the challenges that threaten to derail your financial program and help you stay on track toward achieving your goals. Your financial professional will work closely with you to understand your objectives, risk tolerance, time horizon and investment preferences and help you develop a sound financial program for the future.

“People make better decisions with Financial Advisors.”
. ~ Robert Shiller, Nobel Prize-winning Economist

What can you expect from a financial professional?

You can expect an advisor to help add discipline and objectivity to your investment approach. Whether it’s estimating the cost of a college education, determining how much you’ll need for retirement, or reallocating or rebalancing your portfolio, a financial advisor can help you develop a sound financial plan for the future.

A financial professional will work closely with you to understand your specific financial needs. Based on that understanding, a financial advisor can:

• Develop an integrated, personalized investment program based on your financial goals.
• Provide investments that match your objectives and suggest the right asset mix for your portfolio.
• Diversify your assets to minimize risk and try to maximize return.
• Help you manage the impact of taxes and inflation on your investments.
• Monitor the performance of your investments.
• Rebalance your investments periodically to maintain your desired asset allocation.
• Provide regular, detailed reporting on your portfolio’s activity and performance.
• Meet with you to review the status of your plan and any major changes in your personal financial situation.
• Be available to answer questions and provide information on market events and opportunities.

“Our Philosophy is Clear: to do what is right for our clients, each and every day.”

If you needed medical attention, you probably wouldn’t attempt your own diagnosis. You would seek the opinion and services of a trained medical professional. Similarly, your financial health may be better served by seeking professional advice on issues concerning your financial future.

As Independent advisors, we are truly able to offer independent and objective financial guidance and advice. Our business model stands in sharp contrast with major Wall Street institutions, where financial advisors are employees of the brokerage firm and are often expected to promote in-house products and services.

As an Investment Advisor Representative of INVEST Financial Corporation there is a fiduciary obligation to our clients. This ensures our clients that we have a legal obligation to act in their best interest. We are legally bound to disclose any conflicts of interest.

The bottom line is we believe our loyalty should lie with our clients not with a company or product.

Independent Advice – That is not given by someone trying to further his or her own interests.

Why an Independent Advisor?