As an independent fee-only financial advisor based in NJ, we act as a valued partner who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected … and unexpected.
*Design a plan to meet your life goal
*Build your plan using scientific and academic research
*Protect your plan with a disciplined and structured approach
While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life…not with the short-term ups and downs of markets.
You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals.
We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.
There are 3 things to remember about how Asset Class Investing can work for you and your family:
- It focuses your investment portfolio on meeting your life goals. It is an approach designed to help you move toward your most important goals rather than to short-term market trends.
- It is based on science and academic research. It combines the latest discoveries in economics and investing with more than 80 years of market data and insights as well as in-depth studies of investor psychology and behavior.
- It is a disciplined and structured approach. It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.
If you would like to learn more about our advisory process, please email me for our new brochure “Design, Build, Protect”. It explains further about the scientific and academic research behind building a plan for you and your future.
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