A note from the Chief Investment Officer

Dear Investor,

When markets turn as volatile and confusing as they have over the past couple of years, even the most patient investors might start to question the wisdom of the investment plan they've been following.

It's perfectly normal to feel that way, that's why I'd like to help if I can with a complimentary investment idea session.

By appointment, you're welcome to come in (or we can meet up for coffee or talk by phone) and sit with me to discuss your financial goals and your current investment strategy. 

If I think your investments are appropriate for your long term goals--despite the market turmoil-- I will absolutely tell you so, and congratulate you on a job well done.

If on the other hand, I think some of your investments no longer fit your goals, I will explain why, in plain English and share with you exactly how I believe you should invest your money.

Either way, the coffee is on me.

Sincerely,

-Phillip