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Description
As an Investment Advisor Representative (IAR) I can assist individuals seeking professional portfolio management services which are fee based. This is a multi step process. To start, I assist in identifying investment goals, risk tolerance, liquidity needs, time horizons, and other relevant factors through a fact finding process. Using the results, I assist in the selection of an appropriate portfolio model and manager. After the managed portfolio is established, I meet with clients periodically to review performance and consider changes if their situation dictates.
As a Registered Representative, I am licensed to sell life insurance, annuities, long-term care insurance, and a variety of investment instruments in VA and MD. As such, I can assist clients in identifying financial goals and recommend appropriate product solutions.
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