The Offer

An Independent second opinion.

When the markets turn as volatile and confusing as they have over the past couple of years, even the most patient investors may come to question the wisdom of the investment plan they've been following.

I've seen a lot of difficult markets come and go.  I can certainly empathize with people who find the current environment troublesome and disturbing.  I'd like to help, if I can, and to that end, here's what I offer:

An independent second opinion.

By appointment, you're welcome to come in and sit with me for a while.  I'll ask you briefly to outline your financial goals-what your investment portfolio is intended to do for you.  Then we'll review the portfolio for and with you. 

If I think your investments continue to be well suited to your long-term goals, despite all the market turmoil, I'll gladly tell you so, and send you on your way.

On the other hand, If I think some of your investments no longer fit your goals, I'll explain why in plain English.  And if you like, we can review some alternatives.

I look forward to helping you.