As an investor, you’re faced with an uncertain and volatile financial marketplace further complicated by the wide array of investment options available to you.  You know that proper planning and discipline are important in working toward financial independence and security for your heirs, but developing a sound strategy and selecting, monitoring, and managing your investments yourself can be an arduous task.  

For investors who would like to free themselves from the need to constantly monitor asset allocation and portfolios, I have access to a wide array of advisory programs designed to match a variety of client needs.