Jeremy J Card

I opened my practice in 2008 during "the Great Recession". While no one would plan that timing, I'm grateful in hindsight. I saw firsthand the value of accurate risk tolerance, diversifying and personal relationships.

When times are good and your money grows, it's easy to overestimate your own tolerance for risk. However, when the market drops, the misjudgment of risk could have alarming consequences. I can help you gain a true understanding of your risk tolerance through in-depth discussions and what-if scenarios.

Being well diversified is a critical component of your financial strategy. A selection of investments tailored to your individual...