Before we open any account or recommend changes to your portfolio, we like to sit with you to determine your financial situation.  Several important issues we like to bring up include:

Additionally, we must get some idea of your view on investments - your expectations, your previous experiences, and most critically your tolerance for risk.

Some ideas to ponder include your views on:

Are your current holdings risk appropriate?
Can your current holdings achieve your goals?

We would like to get to know you, help you meet your goals, and do such in a manner in which you are both comfortable and confident.

Contact us - info here.