• Do you know how much risk you are taking in your investment portfolio? 
  • Do you know how to determine the appropriate level of risk you should be taking? 
  • Do you have a debt reduction strategy?  
  • Will you have enough income in retirement? 
  • Do you have a distribution strategy?  
  • Do you know how much you spend monthly / annually?  
  • Do you have a written Investment Strategy / Plan? 

Your portfolio investment allocation should take many factors into consideration.  My advisory process uses many tools and considers many facts regarding your financial circumstance and personal perspective to try and determine the most appropriate investment allocation for you.  We will focus on controlling what we can control and modifying your portfolio as the market changes.  Through regular reviews, we will evaluate the factors impacting your personal circumstances related to your investment portfolio. 

Contact me today for a fresh perspective on your investments.