In today's investment environment, it is easy to be overwhelmed by the amount of information available. It seems that the media and the so-called "experts" are always telling you what to do with your investments, even though they do not have knowledge of your specific financial situation. Without professional advice, taking action could be detrimental to your investment goals.
How I Can Help You
Together, we can create an investment strategy that is designed just for you with your unique goals and needs in mind. As your advisor, I will build an investment plan that considers your investment goals, comfort level, expectations and the effect of taxes on your portfolio. This plan will manage your risk for every dollar of your return. And, because investment management is something that should be adjusted as your goals evolve and your portfolio changes, I will work with you on an ongoing basis to monitor your portfolio and rebalance it as needed.
* These services are offered by Annamarie Kershaw through her affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM.