Free Financial Checkup
Financial planning & investment management for medical sales professionals
The solutions we provide are designed to lead you to a successful life. Whether you're preparing for your next chapter or you have a few decades to go, we will develop a personalized plan that addressed the goals and helps you realize them.
We’ve spent over 30 years helping investors achieve their most important goals using a straightforward investment philosophy: Invest for the long-term, balance your portfolio, and keep costs low.
Our investment philosophy is based on three principles:
Our investment philosophy starts with asset allocation - a mix of assets with different characteristics, such as stocks, bonds and cash. Both asset allocation and diversification are rooted in the idea of balance. Because all investments involve risk, investors must manage the balance between risk and potential reward through the choice of portfolio holdings.
We believe the lower the costs of investments, the greater share of an investment’s return an investor can capture. To hold on to even more return, investments should be managed for tax efficiency. We can’t control the markets, but we can control the bite of costs and taxes.
Investing can provoke strong emotions. In the face of market turmoil, some investors may find themselves making impulsive decisions or, conversely, becoming paralyzed, unable to implement an investment strategy. Discipline and perspective, which includes impartial financial advice, can help investors remain committed to a long-term investment program through periods of market uncertainty.
A quick look at what the financial planning process entails:
This is a quick introductory call to learn more about your situation. You’ll be able to voice your financial concerns and plans for the future. I’ll share how I work with clients, the costs and determine if I’m the right fit for you.
This is where I get to know you, your goals, and your finances. This meeting allows us to collect the data and learn what's on your mind.
This is where I present your one page financial plan. In this step I provide you with action steps and tailored recommendations to reach your goals.
I will notify you of any conditions that will affect your financial plan. This is an ongoing process to make sure you are still on track and make revisions as necessary.