What are the fees associated with the investment? What benefits am I getting for the fees?
How much can I afford to risk? Can I afford to lose? What is my risk profile?
Do I need a tax strategy? How much am I paying in taxes and how can I save taxes?
Investments are an important factor in creating long-term financial stability. I work with clients from all walks of life, to help them determine the investment that makes the most sense. There is no such thing as a “one size fits all”. Like all my first meetings we will discuss in detail the different options and what best suits you.