If you are looking for help in managing your investments, you've come to the right place. I create model portfolios that integrate optimal asset allocation and diversification based on your needs, time horizon to retirement, and willingness to take risks. These are not "one size fits all" portfolios -- rather, they are dynamic, customized investment models that adapt over time.
As my client, you can access your secure, online portfolio in the comfort of your home or office and get up to date snapshots on your investment performance. Quarterly updates reflect reinvested dividends and other transactions. If full financial planning services are what's needed, look no further than my practice: Financial Planning Horizons.
Now is the perfect time to begin setting up a plan, and lay the groundwork for smarter investments.
Contact me today to arrange for a free, in home consultation.