CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912

You've worked long and hard on your goal of financial freedom. 

It's important that you're confident your portfolio is designed to hedge against market volatility and retain as much value as possible. 

Join us for a cup of coffee and a 2nd opinion:

 You're welcome to come and sit with us for a while. We'll discuss your goals objectives, and review your investment portfolio to make sure it's properly aligned to best meet those goals.

If we think you investments continue to be well suited to your long-term goals— despite all the market turmoil— we will gladly send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we will explain, and if you like, we will recommend alternatives.

Either way, the coffee is on us.

Financial reviews are well worth your time if you want to:

  • Capitalize on growth and preservation potential
  • Re-visit your risk tolerance in relation to your portfolio balance and investigate any discrepancies
  • Compare your portfolio's performance against your own expectations and other benchmarks

 

 

 

 

 

 

 

 

 

 

 

 

 

Set up a private, no-obligation financial review today.

(281) 842-1229

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck