Financial Services

Long Range Financial Strategy - Some People Call It "Retirement"

I am a registered representative affiliated with Windham Financial Services, Inc. of Ferrisburg, Vermont.  My focus is long range financial strategies for self-employed and small business owners. 

Reseach and Fundamentals 

I take a fundamental and guarded approach to your retirement assets.  I am a big believer in dollar cost averaging ...but I also try to help you identify major shifts in market conditions.

For a long range financial strategy I believe in solid value in a diverse portfolio.  Identifying your goals, comfort with risk, and time horizons are critical to making sound investment choices.  Ultimately, it comes down to maintaining a disciplined approach. 

Is this the type of long range financial strategy you are looking for?  If it is, then we would be a good match.  I would be happy to assist you in achieving your goals.

Here is an interesting tutorial from the National Association of Securities Dealers (NASD)  and The Center for Financial Studies at Southern New Hampshire University.  Titled, "Portfolio & Risk Management" , it is an excellent resource to understand some fundamental investment concepts.  I recommend it to all my clients.