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Investment Counseling

This is where the deployment of your capital assets are made in such a fashion as to be consistent with your income needs and risk tolerances in pursuit of your goals. Your benchmark of your portfolio becomes your goals, not the S&P 500.

Many people have an investment portfolio. Far fewer have a written investment plan that defines the goal the portfolio is tasked to attain, and sustain. And so few have a sense of confidence in how their money is deployed. World class investment counseling allows you to balance your goals, such as retirement, or specific income production, the time horizons that are unique to you, and the risk tolerances and tax minimization strategies that allow for an efficient, and probable outcome.

A portfolio is not a plan, nor is a plan a portfolio. The balance of investment deployment, time horizons, risk tolerances, and tax mitigation are the ingredients to a successful, planned portfolio.

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