Common Sense Investing
An Alternative to Traditional Stock Brokers and Financial Advisors
What is the Common Sense Approach to Investing?
Common Sense Investing is a process that designs a comprehensive investment program customized to individual investment objectives, risk tolerance and personal situation. It is an approach that helps clients remove the emotion from the decision making process in order to reach their goals. A written plan and specific investment recommendations are provided for a one-time fee – no additional advisor commissions or annual expenses.
Particularly Effective For:
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Conservative Investors
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Trustees, Guardians and Conservators
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Management of 401(k) and other retirement accounts
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Portfolio management in accordance with the Uniform Prudent Investor Act
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Second opinions - evaluating your current plan
Advantages:
| Less Expensive |
- Only pay for what you use
- Fewer transaction charges and taxes
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| Greater Safety |
- Avoids unnecessary risk through diversification
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| Less Complicated |
- Easy to understand and monitor investment strategy
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| Access to Expert Advice |
- Answers to questions, explanation of recommendations
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| Better Decision-Making |
- Decisions made in advance, not in reaction to market events
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| Peace of Mind |
- Reduces anxiety, saves time, and simplifies your life
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Too many investors pay too much and end up getting the wrong advice.
Contact me for a complimentary consultation.