7600 Jericho Turnpike
Every individual is different, and no one strategy is appropriate for every client. For this reason it’s important that I take the time to fully understand a client’s financial and personal situation so that I can recommend a plan that addresses their unique set of circumstances. During this initial step clients typically work with me to develop their IPS, which serves as a road map to achieve their financial goals.
Risk management and due diligence serve as the cornerstone of any recommendations that I make to clients. After assessing a client’s goals and objectives, I work diligently to put together a strategy that addresses the client’s needs, while seeking to minimize the overall level of risk.
Proposals are explained to the client in simple English. Recommendations are implemented only when the client is comfortable with the proposal and gives approval to move forward.
Life brings unexpected changes and so does the market. Given these unforeseen events, regular financial reviews are imperative to any long term strategy. Therefore, a client can expect to have their portfolio reviewed and rebalanced when necessary. Investments are adjusted as needed with overall financial objectives reassessed at least once a year.