FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

The IQ Process

Step 1:   Let's get to know you and determine where you are going !

We will help you identify your goals and evaluate your current financial situation !

Your Financial Goals:  

Personal net worth statement:  

Cash flow analysis:  

Comprehensive risk management plan:  

Step 2:   Let's capture your risk number and align your portfolio !

Ask yourself these questions and know that we can help !

How Much Risk Do I Want?  

How Much Risk Do I Need?  

How Much Risk Do I Have?  

How Much Risk Should I Have?

Step 3:   Let's build, implement and monitor your unique action plan !

Accept your personalized financial plan and investment policy statement

The Financial Plan:

The Investment Policy Statement:

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