Define • Enlighten • Achieve

CONNECT

Address:

4 ACADIANA CT
BEAUMONT, TX 77706

Phone:

409-832-7308

Fax/Other:

409-347-1254

Investment Oversight

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs

  • Personal risk analysis and allocation recommended

  • Year long, continual monitoring of your investment performance

  • Quarterly statements and reviews

  • Independent advice

  • Reccomendations regarding positioning of funds within your employer provided retirement plan

  • Market watch newsletters

  • Updating your financial plan and, if necassary, reallocate your portfolio.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck