NO MINIMUM TO INVEST
While many investment advisers require their clients to invest large sums of money, we have no assets minimum. It's our job to help everyone save and plan their financial future; regardless of their net worth. A few hundred or a few million dollars, all of our clients deserve our attention and best efforts.
GOAL SETTING
Helping clients identify and prioritize their savings goals is the most satisfying aspect of this job. This simple step can put them on a path to financial security and allow them to handle all that life can throw at them.
A CONTINOUS PROCESSES
Once goals are established, we can devise a financial plan to achieve them. For younger clients, that may start with budgeting and saving, as well as investing. For clients that are more established, it may entail asset selection and portfolio management. Regardless of where you are in life, continuously monitoring and modifying the plan is crucial to its success.
TRADITIONAL AND UNIQUE
At FireHorse Strategic Investing, we can build and manage investment portfolios that fit both traditional and unique objectives.
- investing for retirement
- saving for college
- managing investments in retirement
- short market as a hedge against held away assets (i.e. 401k)
- hedged investment/retirement portfolios
- evaluate and reduce costs on existing variable annuities