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Investment Strategies

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Understanding a few key investment principles can be a great place to start. It can give you a better framework to understand the information as you take in the ideas. It can also provide context for evaluating the concepts and strategies suggested.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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