Your goal to be financially secure will almost undoubtedly include investing. We provide the expertise to ensure your investment strategy is aligned with your goals, time horizon, and tolerance for risk. Through Discovery and Values-Based Financial Planning, we will have a clear understanding of your unique circumstances. From there, we have the resources to build and implement an appropriate portfolio tailored to your financial goals.
This is where Behavioral Investment Counseling comes in. BIC adopts the philosophy that investor behavior — not the markets — determines long-term investment success and the investor’s corresponding accretion of wealth.
Hence, our guidance centers around helping clients make thoughtful, goal oriented financial decisions and have the confidence to see them through. Turbulent markets are inevitable… only a temporary diversion in your path. An emotional or fear-driven decision to dramatically alter your course midstream will very likely delay the arrival to your destination.