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Financial Planning Services

A strategy for growth will be devised using client goals, client risk-aversion and client time constraints. Quarterly asset-by-asset reports are compiled using Morningstar evaluations. Monthly statements, confirmations and current activity can be viewed on line. College savings accounts, IRAs, Roths, 401Ks, pension plans, annuities and good old-fashioned stock portfolios are structured and maintained here at the firm, using daily internal and external research, ratios and evaluations of "media risk". Assets are "rolled over" from other firms into your new accounts here at Crescendo Finance.

We diversify your portfolio using stock, bonds and/or mutual funds. Stock is sold using a very specific "limit order" strategy, to help take the greed and fear out of making the sell decision.

Appreciate that we are offering a "personal money manager" approach, by giving you the service of a financial advisor trained by Morgan Stanley, Smith Barney and Raymond James.

*Note: All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.