Dana Menard
I provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams. Together we will go over your current and long-term financial needs, and help you create a realistic, personalized, investment strategy. Your financial planning objectives may include:
* financing a comfortable retirement;
* providing retirement & other benefits to employees;
* funding your child's education;
* providing for a daughter's wedding;
* assisting in a job transition;
* protection planning for loss of income, life, or long-term care;
* developing wealth transfer & preservation strategies.
As your financial situation changes, I will help you evolve your financial plan and investment portfolio.
I believe in flexibility. I will consider a wide range of investments before creating the portfolio I feel is best suited to your individual financial objectives. Alternatives include:
* private money management & separate account services;
* fee-based asset management services;
* mutual funds;
* exchange traded funds;
* stocks and other individual securities;
* variable annuities & variable life insurance;
* fixed investments;
* direct investment programs (REITs, private placements, limited partnerships).
My advice is based upon a foundation of time-tested, proven, and disciplined strategies. At the same time, I am continually looking at cutting edge developments in the market place and investments to ensure I am providing you, my valued client, the best tools and information available for successfully accomplishing your goals.