Investment Philosophy

I am committed to educating my clients in the fundamentals of successful wealth accumulation and preservation based on the following beliefs:

  • Your retirement income is my top priority.
  • I believe that retirement income should last for the client's lifetime, not just the next investment cycle.
  • I believe that investment goals should be pegged towards a 30+-year retirement, not just getting to a retirement date.
  • Investment portfolios are built foundationally on quality assets.¬† We don't speculate to build wealth.
  • "Time in the markets"¬†could produce the compounding returns that "timing the markets" only speculates upon.
  • When investing to meet long-term goals, we must always remember to consider the risk of premature death and strategies to protect family and heirs against that risk.