304 S. Harbor City Boulevard, Suite 200
Everyone wants to see growth in their investments. That’s the goal! But if you’ve ever watched the stock market, you know that growth isn’t always the direction things go. When things feel volatile, it can be difficult to stay the course. Our approach to portfolio management takes several different factors into account before we make recommendations. Things like your tolerance for risk, what the money is intended for in the future, and how long the money will be invested should all be part of the equation. We apply our experience and knowledge as well, to safely guide you into a well-diversified portfolio positioned for growth.
It's our goal to make investing easy to understand. You’ll not only understand how everything works, but also why we are making specific recommendations for your situation. Your progress is equally important to us, and we’ll keep you apprised to make sure everything is on track, and anticipate any beneficial moves early on.
Part of managing your assets is making sure they’re preserved. These days, we insure almost everything! You might think it’s all covered with your car, your home (especially here in Florida with the threat of hurricanes), and of course, health insurance. But have you thought about protecting your assets for the long term? If something should happen to you, would your family be taken care of? Choosing an adequate life insurance policy and thinking about long term care insurance is part of being prepared for the future. You don’t have to worry – because we are independent we aren’t interested in pushing any specific policy; it’s all about what you need to be adequately prepared. Often we find that insurance salesmen “over sell” their products. We’ll help you avoid both under insuring and over insuring. If it’s appropriate for your circumstances, we can help you evaluate and purchase the right amount of insurance to protect your assets in any event.