Our client’s objective can be to provide funds for retirement or funds for their children’s education or simply to have additional income every year for a family vacation. Since no one solution can solve all of our client’s financial objectives, our investment advice is tailored to fit each individual client. An investment plan for a parent wishing to have the funds available for his new-born to attend college by necessity has to be different from that of a person who is 70 years of age wanting to generate additional monthly income so that they can visit their grandchildren in California.
