I work with small businesses and people of average means to help you plan for the investment risk you need to take.
It all starts with a financial plan first. Once we can get that into place, you’re going to naturally feel more secure about the investments we decide upon.
We start with identifying where you are spending your money, or where your business is spending. Then, begin the important work of figuring out how much you need to have to retire the way you dream about.
By nature, I lean towards very solid, long-term investments that we periodically review. I believe that with this solid plan, we “stay the course” even if the market fluctuates.