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About

Investment philosophy:

Because the most viable financial plans evolve over time, I guide you in examining your day-to-day investment activity. I help you recognize where your financial plans can be flexible and where they must stay firm.

Where We Start:

First, we talk about your hopes and expectations. Then, by crafting a flexible, yet comprehensive plan, I help you:

Pinpoint your needs and goals.
Analyze your overall financial situation.
Identify your timeframes and your tolerance for risk.
Implement the plan and review your investment performance on an ongoing basis.

I show you how to take a disciplined approach to investing. And we also discuss the differences in specific investment opportunities - such as stocks, bonds and mutual funds - so you can make informed choices that fit with your near- and long-term goals.

If you want a Financial Advisor for today and tomorrow, Contact me:
490 East Palmetto Park Road, Boca Raton, FL 33432
(561) 394-8527
David.Ogman@MorganStanley.com
http://www.morganstanley.com/fa/theshapiroogmangroup

Products/Services: IRA, 401k, Mutual Fund, Stocks, Bonds, ETFs, Financial Planning, Retirement Planning, Annuity, Insurance.