Broker Check

3610 Buttonwood Dr, Suite 200 Columbia, MO 65201

573-733-6401

My Process

When we are investing money for clients our goal is to:

When we are investing money for clients our goal is to:

Understand what your family wants to achieve?

Measure current position to future desired position.

Allocate Tools to obtain results desired.

Implement/Monitor/Reevaluate Planning and investing requires continual work.  Things change and the plan has to adapt to your current situation and adapt with the current market.

The Outcome:

We will have an accurate understanding for what you want to achieve.  What return you need to receive and what your comfortability is with loss.  Being in touch with what your comfort zone is key to earning good returns.  Acting poorly in down markets can lock in bad results and miss out on the rebound.  By adding noncorrelated assets and constructing a plan that limits the worst case scenario puts you in control of your finances and allow you to make sound decisions.