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

 

We’d like to help – starting with a cup of coffee and a second opinion.

By appointment, you’re welcome to come in and sit with us for a while. We’ll have a conversation and talk about your financial goals— what you’d like your investment portfolio to do for you. Then, we’ll review the portfolio and discuss our thoughts with you.

If we think your investments are well-suited to your long-term goals, we’ll gladly tell you so. If, on the other hand, we believe some of your investments may no longer fit with your goals, we’ll explain why, using plain English. We will also recommend some alternative strategies for your consideration.

Either way, the coffee is on us!

For a free consultation, please contact my office at 201-505-0472 and let us know if you like milk or cream. Or, if you prefer, we will bring the coffee to you.

 

There is no obligation or cost

I work only with clients who are engaged in the planning process. So, if the relationship is a good fit, I will begin that process. If you are consider switching financial advisors and I am not a good fit, I will be happy to point you in the right direction for a financial advisor who can work with you more effectively.

Let’s have a conversation. Call or email me.