AcornFP offers financial planning and investment management services.

Investment and Portfolio Management

AcornFP provides investment management services for our clients. I start with a review of your investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio asset allocation. I then construct a portfolio, consisting primarily of low-cost, passive, no-load diversified mutual funds to achieve your investment goals, to achieve broad diversification and lessen risk rather than individual security selection. I avoid behavioral traits, such as stock picking and reacting to markets, which are likely to weaken a portfolio in volatile markets. I strive to minimize tax impact through trading strategies. I employ a disciplined investment strategy. Portfolios are rebalanced periodically according to established guidelines.

Financial Planning

AcornFP provides a variety of financial planning services to individuals and families depending on your goals, objectives and financial situation. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation based on your financial goals and objectives. This may encompass one or more areas including, but not limited to, investment planning, retirement planning, personal savings, and education savings.

Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. I assist clients in determining an appropriate strategy based on their tolerance for risk and other personal factors and use methods to mitigate risk. However, there is no guarantee that a client will meet their investment goals.

My Difference

  • No Conflict of Interest
  • Investment Account Safety
  • Fiduciary Responsibility
  • More than just investments

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