don’t have the needed investment education to make sound
long-term investment decisions. They find themselves overwhelmed
when deciding on how to best match their profit expectations
with their risk tolerance.
For those investors seeking investment advice in addition
to record keeping, The Willms Group provides
objective Fee Only investment advisory services.
Our years of investment experience, coupled with multiple
sources of information including corporate reports, third
party research, Internet-based investment tools, and sophisticated
investment software, provide us with the tools and techniques
to keep clients focused on long-term investment goals. And,
knowing that we are experienced fee only investment managers,
you can rest assured that our objective advice is offered
without conflict of interest. Simply stated, we work for you.
We’ll help you to build portfolios that match your
risk tolerance, while focusing on your long-term investment
goals. The hourly consulting we provide includes portfolio
analysis, security selection, retirement account reviews,
and annual portfolio checkups.
Call us today for more information or to schedule a personal