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Our Services |
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Investment ManagementYou want an objective adviser with the proper professional credentials who will invest your portfolio conservatively so you can live the lifestyle you desire without worrying about money. At Picket Fence Financial, our goal is to earn you a consistent return that funds your goals and allows you to sleep soundly at night. We do this by determining how much income you need and how much fluctuation you can handle in your portfolio - also known as your risk tolerance. From there, you get a diversified portfolio tailored to your needs. And since we are fee-only, you can rest assured our recommendations are in your best interests and not motivated by commissions. Without getting into too much investing jargon, we believe the markets are efficient, meaning individuals cannot consistently outperform the market. Mountains of academic research support this theory. In fact, several people have won the Nobel Prize for their research on this topic. These Nobel Laureate economists discovered the keys to investment success are diversification, low trading costs and reduced taxes, not market timing or stock picking. We build your portfolio using these principles. Plus, we simplify your life by providing one easy to read report showing you exactly how much you have earned after fees and expenses.
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