Since 2007, I have helped create programs and portfolios to meet long-term financial and retirement goals. Everyone's risk tolerance is different and no approach to goals will be the same. It is key for the financial advisor to find the investment that works for you and to meet your goals.
I start by clarifying our fee structure, and listening to your plan. I offer up some suggestions and then rebuild the portfolio to match your interests and risk tolerance. Then manage it day to day. Investing tends to be like life with twists and turns. Unexpected world events has its effects on it too. You will have a better understanding of the trends and how sometimes changes must be made to capture profits .
Understanding that all people have different kinds of finance experience, I try to give you a better understanding of the markets and what effects them. We have this in common--a commitment to ethics and integrity. Licensed and credentialed, you can count on unbiased recommendations and impartial guidance. I am always available to answer questions.
I began my investment career in April, 2007 and in 2011 started Rockworth Investment Services. Investing can be complicated, but it doesn't have to be. I have a series 3 and a series 65, and have extensive accounting experience.
Casey, is an English Springer Spaniel that has gone to work with me since 2007. She keeps children busy and is comforting to clients who feel nervous about asking questions. She has a big following and looks forward to meeting you!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Office; 3280 White Mountain Highway, North Conway, NH 03860
7:15 am – 4:30 pm
Monday - Friday: 7:15-4:30
Saturday - Sunday: By appointment