Saving & Investment

Goals

• Determine your asset allocation needs.
  
  
• Help you understand your risk tolerance.
  
  
• Recommend the appropriate investment vehicles in order to help you reach your financial goals.*
  
  

Our Approach

We analyze your investment portfolio to determine if it is properly structured to support your most important goals. We help you see the big picture, understand your asset allocation, and evaluate investment risk. We will identify opportunities to reduce investment expenses and to lower taxes. Your portfolio is monitored on an ongoing basis and evaluated in terms of its success in achieving your financial goals.

* Securities offered through American Portfolios Financial Services, Inc./ Financial Planning through American Portfolios Advisors, Inc.