Find out if your current investment strategy will actually work, and if anything can be safely done to improve it...

Hey there, thanks for stopping by.

When the markets turn as volatile and confusing as they have over the last couple of months, even the most patient investors may come to question the wisdom of the investment plan they have been following.
 
I've seen a lot of difficult markets come and go in my 20+ years as an advisor. And I can certainly empathize with people who find the current environment troublesome and disturbing.
 
I'd like to help, if I can, and to that end here is what I can offer:
 
A fantastic cup of coffee,  and a second opinion ...
 
By appointment,  you’re welcome to come in and sit with us for a while. I will ask you briefly to discuss what issues are important to you- what your investment portfolio is intended to do for you. Then I’ll review the portfolio with you.
 
If I think your investments will continue to be best suited for you and your long term goals – despite the market turmoil- I’ll gladly tell you so, and send you on your way.
 
On the other hand, if we think some of your investments no longer fit with your goals, we’ll explain why in plain English. And we can recommend some suitable alternatives. No commitments or sales pitch, just some good old fashioned help.
 
Either way the coffee is on me.
 
Send me a direct email and I'll call you shortly to determine how you might like to proceed.

To your success.

Sincerely,