At Pine Haven, we believe there are two essential parts to providing for your financial future. We have found that future successes are achieved when the two aspects work together. The two aspects are Counsel and Management.
Providing Counsel is a very important part of planning for your financial future. At Pine Haven developing a deep understanding of your goals and objectives is very important to our mutual success. During our initial conversations we work to discover your needs, concerns, current situation, goals, and thoughts on your whole financial picture. This includes discussions on goals for retirement, estate and college planning, family values, charitable giving, and other areas.
Here is some information on Paige's families approach to Counsel over the years and how it has affected her life.
At Pine Haven, for most clients we purchase individual equities. These individual equities are in some cases matched with mutual funds for diversification purposes. Unlike Wall Street, we purchase and hold our equities for many years - we are long term investors. We do not try to predict or time the market as history has shown this to not be a successful long term investment strategy. Most of the individual securities we own are large multinational companies - so that they are names investors are familiar with.
Here is some further information on our investing philosophy: The Predictables