Investor Profile
For Wealth management of you and your family.
Do you fit one of these:
You are a business owner, inheritor,
widow or divorcee, retiree.
Your investments are usually in
large company stocks, CD's, bonds and money market accounts.
Your investable assets generally
come from the sale of a business, a retirement distribution, inheritance, lottery or
settlement
You don't expect to make a killing
in the market. You already live comfortably, but you understand the importance of
continuing to create wealth to outpace inflation and taxes.
You live below your means, and wish
to maintain your standard of living and pass on your estate to your spouse, children,
grandchildren or charity.
You have no current investment plan
of your own.
You have one or more children that
will be going to college and you do not feel that you will qualify for financial aid yet
you want to save thousands of dollars on your college
expenses.
Investment Advice is a full time occupation that must be taken very seriously.
