I believe that the road to pursuing your financial goals begins with a conversation, where we identify your short-term and long-term financial objectives. We will incorporate the risks you face today and in the future. You can trust that complete confidentiality is a cornerstone of our relationship. Once I have gathered all the particulars that define your investment goals, risk tolerance, time horizon, and emergency cash needs, I take time to thoughtfully construct an investment plan with a summary of recommendations. Please contact Mary LaPlante at (800) 807-7111.