I begin every relationship by understanding those things in life that are most important to you–the things that not having to worry about your retirement income will allow you to focus on. As your Private Portfolio Manager I will take the time to learn about your investment history and how past market events have affected you because that will help me to get a better feel for your “comfort zone” when it comes to risk.
Sound financial management. Exclusive technological tools. And straightforward advice…
Retired or nearing retirement? Wondering how to invest for retirement or seeking other retirement wealth solutions? At Common Sense Advisors, I provide wealth management and retirement income solutions that you simply can’t find anywhere else. My firm specializes in serving the investment management and wealth planning needs of those 55 and older.
I limit the number of clients I serve, so your money gets the attention it deserves.
Fee-based, proprietary strategies, patented processes and software, real-life planning, dynamically adjusted portfolio management and the ability to work directly with your portfolio manager. You’ve worked hard for your wealth. Now it’s time for your money to work hard for you.