Financial Advisor: Do You Really Need One?
Do you really need a financial advisor?
In both the world of cars and investments, people tend to gravitate towards one of three roles: DIY Enthusiast, Delegator, or Hands Off.
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It takes two to tango
We provide the know-how; you provide direction and guidance.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
Your Pathway to Get Comfortable
Do you really need a financial advisor? In both the world of cars and investments, people tend to gravitate towards one of three roles: DIY Enthusiast, Delegator, or Hands Off. [read more]
The search for the right financial advisor sometimes starts when we are facing a significant financial decision, leaving us scrambling to make a choice... [read more]
When it comes to significant investments of money, time, and energy, we all want the perfect fit. The same principal applies to choosing a financial advisor. [read more]
How we make you comfortable
Everyone has a risk number - let's find yours
How much risk are you willing to take to achieve your financial goals? How much risk do you have in your current portfolio? We offer Nitrogen; a powerful risk analytics tool which can help you define your "Risk Number" and evaluate your portfolio to see if what you are doing matches your appetite for risk. Knowing your portfolio is properly risk aligned provides clarity and confidence in the process. A misaligned portfolio should be corrected as quickly as possible. We have made this tool available for you to do your own instant analysis. To get started, click the button below.
The Six Month 95% Probability Range is calculated from the standard deviation of the portfolio (via covariance matrix), and represents a hypothetical statistical probability, but there is no guarantee any investments would perform within the range. There is a 5% probability of greater losses. The underlying data is updated regularly, and the results may vary with each use and over time.
IMPORTANT: The projections or other information generated by Nitrogen regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.
