Asset Management

Uniquely Providing Investment Advice

For us, financial planning is an on-going process.  We sell advice and service, not products, and we clearly disclose costs. 

Our investment philosophy is to invest in long-term, diversified portfolios that meet our client’s needs at the lowest level of risk.  We choose well-researched, low-cost investments that include mutual funds, ETFs, bonds, and long-term options.  We base our asset allocation recommendations on the client’s own risk tolerance and investment time horizon.  Increasingly, we recommend that our clients consider the use of long-term options to obtain portfolio insurance.

To find out if SS+D Financial is right for you, ask yourself and your advisor:

• Are you on track to reach your financial goals?
• Have you changed your view of market risk since 2008?
• Has your advisor changed his or her recommendations since 2008?
• What have you done differently since 2008?