Team

We commonly see prospective clients who are taking much more risk than needed for their desired outcome and have been given advice from a financial professional who uses a traditional “risk threshold” questionnaire to determine the investment portfolio they should be in (aggressive/moderate/conservative). While those investment models can look fancy and sophisticated (and we have access to them as well) they sometimes lack common sense and disregard the real needs of a family or opportunities a unique market can present. Our Risk Assessment was built to quantify your risk tolerance using real dollar amounts that builds off each question making it a truly interactive experience.

Our approach is to continuously educate our clients on how to look for good investment opportunities and teach them to think SMARTER than the results an oversimplified approach can produce. We continuously consider time relevant opportunities across all aspects of investing and design a plan that potentially maximizes returns, minimizes all forms of tax, and takes the least risk possible to get to the desired outcome. Once in place, we continue to modify the plan with changes in the environment and life circumstances, so you don’t miss out on unique opportunities. In retirement, you need money you can count on! We desire to help you manage your entire financial picture, so you have peace of mind and time to enjoy what you’ve worked hard for while still getting competitive returns with the least risk possible.

Lastly, we work independently.  What exactly does that mean?  There are no sales quotas.  We only do good, when you do good.  As stated in our brochure, Cambridge allows us Choice - Flexibility - Independence.  To learn more about how our partnership with Cambridge Investment Research works please click on our brochure.

Cambridge Independent Brochure