EXPERT PORTFOLIO DESIGN
I take the time to examine all the aspects of your unique financial picture – your goals and aspirations as well as your tolerance for risk. I then develop a portfolio designed to help maximize returns, minimize taxes, manage risk and give you peace of mind. While past performance is no guarantee of future results, I make use of Institutional Funds with higher historical returns and lower risk than those available to the general public. All services are fee-only.
TARGETED FINANCIAL PLANNING
Finances are like an ecosystem. Each component affects the health of the whole. I offer advice on the important milestones of your financial life, such as buying a home, negotiating compensation or planning for retirement. I can also refer you to qualified professionals for specific tax, insurance and estate planning needs.
SMART MONEY COACHING
People learn about money through family, friends, the news media and a multitude of other sources. That’s why it’s important to have a supportive environment where you can feel comfortable discussing finances, as well as other factors like family dynamics, that strongly impact financial planning. Robert Horowitz helps you and your family make smarter, easier and more satisfying financial decisions.