Investments
Before any money is considered for investment, you the client and myself, as the advisor need to make sure you have a good understanding of the investment-
What the investment is,
What the investment is supposed to do,
The risks,
Potential for loss or gains
Liquidity factors
Fees and expenses
When it comes to your money, there is no such thing as dumb questions, except the one question you do not ask.
Is the investment suitable for you and your needs?
That will be determined by your needs and concerns determined in part through our review process:
Client Review process:
Involves several client meetings, a client questionnaire, reviewing current statements, cash flow, current holdings, prior investment experience and listening to your current view on your situation, your goals and concerns for today.So that together we strive to do what is best for your situation.