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Financial Planning*
Investment Consulting*
Portfolio Management*
The Investment Process

Investment Consulting*

Investment Consulting incorporates numerous strategies that we can perform on your behalf for a fee. Programs are designed to offer a full review of your portfolio, as well as advise on a number of financial topics, including:

  • Portfolio evaluation
  • Investment strategies
  • Cash flow analysis
  • Risk management
  • Education funding
  • Risk tolerance
  • Investment objectives
  • Asset allocation
Our planning and consulting services may extend beyond implementation with the more traditional investment vehicles. In addition to stocks and bonds, we may advise on the use of alternative strategies. These strategies may hedge positions, further diversify your investments, or give you access to different investment strategies. This allows us more flexibility to suggest appropriate services for your portfolio-no matter the vehicle.

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* Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member NASD/SIPC.

Investment Advisory Services offered through Investment Advisor Representatives of NFP Securities, Inc., a Federally Registered Investment Advisor. NFP Securities, Inc., is not affiliated with D/A Financial Group of California.

Privacy Notice:  This material is intended only for the use of the individual to whom or the entity to which it is addressed and may contain information that is privileged, confidential or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is prohibited. If you have received this communication in error, please notify us immediately by telephone and please delete the original message.Circular 230 Disclosure: To comply with regulations issued by the IRS concerning the provision of written advice regarding issues that concern or relate to federal tax liability, we are required to provide to you the following disclosure: Unless otherwise expressly reflected herein, any advice contained in this document (or any attachment to this document) that concerns federal tax issues is not written, offered or intended to be used, and cannot be used, by anyone for the purpose of avoiding federal tax penalties that may be imposed by the IRS or promoting, marketing or recommending to another party any matters addressed in this document or any attachment.