Has fear ever driven your financial decisions? I understand the pressures of life that often drive our decisions, especially as it relates to investing.
We will work together to build a common sense investment approach that will carry you through the unexpected seasons of life, as well as the financial markets.
As a contrarian investor - as the name implies - I adhere to a different approach to investing and have historically made some of the best investments during times of market fear and high-emotion. Many of my clients can attest to the thriving of their portfolios after these times.
Many financial services companies sell high commission products to clients, without explaining how they work. This contradicts my philosophy, because I want to be a trusted financial resource to clients and friends. I never have clients invest in something they don’t completely understand. If I wouldn’t recommend an investment to my closest friends or family, I won’t recommend it to you.
Since I am an independent financial advisor, I have no sales quotas or asset under management (AUM) goals like the large, mainstream brokerage firms.
Don’t let fear of the unknown rob you of your financial goals. We can work together to identify your goals and build a sustainable financial plan that can be a blessing to your life and build a legacy for the future.
Please contact me for a free consultation. I am happy to meet with you via phone, my office or your home. I look forward to serving you.