My consultative process involves:

• Developing a comprehensive, goals-based wealth management plan
• Implementing a tailored, diversified investment plan
• Periodic meetings to update life goals and investment objectives
• Periodic rebalancing depending on your financial objectives
• Continuing personalized guidance and service

Diversification does not ensure a profit or protect against loss. Rebalancing may have tax consequences, which you should discuss with your tax advisor. Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.