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Investment Planning

Investments serve a vital role in our clients future. Even a sophisticated investor needs to understand the psychology behind investing in general. During an up market, people feel more optimistic and claim to be aggressive investors but will say they are very conservative in a down one. Our goal is to work with people to educate them on the value of understanding human behavior as it relates to investing and then applying standard deviation as a way of describing volatility and measuring their real risk tolerance.

Through our relationship with Park Avenue Securities, it is our belief that our clients will have the products as well as the services to meet their needs.