Investments

A diversified investment strategy are key components of a solid financial plan. As your financial professional, I will implement the strategies you choose after the planning process, and continue to monitor the progress of your overall plan. I offer a wide range of securities and investment products that suit a variety of different time horizons and risk tolerances. Products include but are not limited to: Mutual Funds, Equities and Fixed Income, Exchanged Traded Funds, Master Limited Partnership Programs, Non Traded Real Estate Investment Trusts, Oil and Gas Programs, 1031 DST Programs, Annuities and Insurance Products.

Recommendations are not limited to any specific product or service offered and are guided by the client’s stated objectives. Some types of investments involve additional degrees of risk and will only be implemented when it is consistent with the client’s objectives, tolerance for risk, liquidity needs and suitability.