There are a lot of people in the investment business who portray themselves as a one-stop shop, so to speak, and quite frankly, I have a hard time understanding how that could be possible. Just as in the medical profession, where there are “specialists” who meet various health needs, the investment world has specialists too. In other words, you don’t want your family internist to perform open heart surgery on you, just as you don’t want your cardiologist to administer anesthesia. You also don’t want your banker to select investments, or your attorney or CPA, for that matter, to suggest ways to make your IRA more productive. Find out how I can help.

Investment Strategist:
Developing strategies that conform to individual risk profiles as assessed and then using various instruments—stocks, bonds, mutual funds, ETF’s, commodities, and futures—to implement them.

Retirement Strategies:
Depending on the type of retirement funds you possess, create strategies that will help you achieve your goals within a given time frame.

Valuation Specialist:
In my previous professional life, I spent 20 years evaluating small businesses using various methodologies to seek a fair but economic valuation based on the assets of a particular entity.

Financial Planner:
Help create a holistic plan for your financial future as it pertains to estate planning, retirement, and insurance. I have developed professional contacts for both attorneys and accountants to help in this endeavor.

“Individuals who cannot master their emotions are ill-suited to profit from the investment process”
– Benjamin Graham