Broker Check

Investment Mangement

1. Investment Management

You’ve probably been bombarded with investment advice from every direction.  Whether it’s a friend or co-worker, or “financial experts” from the media or on a commercial, it seems everyone is offering an opinion regarding YOUR financial future, even though they know little about you.  

Let me lead you through a conversation to hone in on YOUR unique desires and needs.  This will allow me to create an investment strategy designed to pursue those specific areas, rather that sifting through the latest trends and investment hype.  I can achieve this level of personalization by considering YOUR:

    • Investment Goals
    • Comfort Level
    • Expectations
    • Tax Implications
    • Risk Analysis
    • Income Needs
    • Family Dynamics
    • Time Horizon

Investment and financial planning services are offered by Christine Brand through her affiliation with HD Vest.