4 Questions to Reassess Your Financial Plan in a Bear Market

Helping Clients for over 50 Years

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.


  • Do you have an emergency fund with enough cash for several months?
  • Has your household income been reduced or eliminated?
  • Have you taken on too much investment risk? 
  • Is your long-term financial plan still on track?