Investment Adviser Representative of Voya Financial Advisors

We assess your unique risk tolerance, time horizon, income needs, tax situation* and your overall financial objectives.  By using modern portfolio theory we match your personal situation with strategic and tactical asset allocation using broad-based diversification throughout all asset classes.  To develop a solid financial investment plan it is important to establish trust with your advisor so you can feel comfortable articulating your needs, wants and wishes. Once your plan is established we constantly monitor your investment mix for effectiveness and recommend semi-annual or annual meetings to review the performance of your plans across its peer groups and benchmarks, recommending any changes or rebalancing to be sure your plans remains unique to your personal goals.


* Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.