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About Investment Services, Insurance, and Financial Planning. Story Investment Services, Insurance, and Financial Planning. Mission In my experience, one of the most common problems facing investors today is determining the proper risk level. Many professionals in the industry encourage clients to allocate a larger portion of their portfolios to higher risk investments in an effort to gain a higher return. While this is appropriate for some, many clients find that the additional risk is unacceptable when markets become volatile. Similarly, many people don’t truly understand the risk they have taken because they misunderstand or were potentially misled when making the investment. My mission is to spend the time and effort necessary to truly understand the risk tolerance of each one of my clients, then to do everything I can to get them the best return possible within that risk level. My plan to accomplish that goal is to proactively monitoring their investments every quarter and make adjustments as needed. I put more effort into taking care of existing clients’ portfolios than looking for new ones. Products Stocks, Bonds, Mutual Funds, Financial Planning, Insurance
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