How I Work With My Clients
If you are uneasy about the markets or believe our economy is headed for difficult times, it could be critical for you to prepare now with strategies that are targeted toward addressing these issues. Unlike many portfolios today that have little to no downside protection, you could take measures that attempt to better prepare you for potential market corrections. All it takes is a little planning and a few portfolio changes.
Our Securities offerings may include mainstream investments such as stocks, bonds, mutual funds and insured products. My more sophisticated clients may also purchase alternative investments including but not limited to: DSTs, REITS, Limited Partnerships, BDCs, Oil Drilling Programs, and Conservation Easements.
Call Me with any questions you have. I would love to help you.