Christine Santos showed us that she can pack a punch! She may be all of 90 pounds soaking wet, but when it comes to investing money, she is certainly no light weight! She let us know that she has been in this field for long enough to know that folks who are serious about investing, are not looking for stock jockey’s… they are looking for someone to partner with; someone who they know will be concerned for their future not just how much they can make for themselves.
This is the Affeldt, Miles, and Calabrese Group. Their goal is to assume full responsibility for coordinating all aspects of their client’s financial lives and exceed expectations in doing so. With passion they will provide service to individuals who want and value their advice. They will deliver this advice with the highest level of integrity and compassion that will earn the long-term trust of each of their clients.
She gave some interesting investment philosophy… The definition of “invest” in the dictionary reads as follows: 1) Put money into business, real estate, stocks, and bonds, etc. for the purpose of obtaining an income or profit. 2) To spend time and effort with the expectation of some satisfaction. Christine feels it is important to combine both definitions when approaching your investment portfolio. The Affeldt, Miles, and Calabrese Group’s philosophy is to determine their client’s rate of return through the financial tools available, where they can define your time line, your risk tolerance and set realistic and obtainable goals for you and what is best for your future.
Christine follows a Wealth Management Process which consists of the following: Step 1. Determine financial objectives. Step 2. Develop your financial plan. Step 3. Implementation of your financial plan, and finally… Step 4. Ongoing portfolio review. Christine is very aware that there are things that could happen in one’s life that may require a new fresh look at what appears to be an old plan; a plan that may have worked a month ago, however, in light of new circumstances, needs to be updated. Christine and her firm will be sure to cover all bases with you, as you grow, as your needs may change, knowing you, thoroughly, to be sure that as your needs do change, your portfolio can morph right along with you. The Affeldt, Miles, and Calabrese Group prides themselves on truly knowing their clients. Giving them a surprising comfort level, since after all, they do divulge a lot of personal details of their life with someone they may have just met.
The Affeldt, Miles, and Calabrese Group earns the trust of their clients by always holding their highest and best in mind. When they meet with clients they are sure to get all the client’s fears about investing out in the open and on the table, to be discussed fully and openly. People fear what they do not understand, Christine and her firm are sure to talk with their clients to be sure they understand fully all options again, giving that comfort level that The Affeldt, Miles, and Calabrese Group is known for.
The Affeldt, Miles, and Calabrese Group organize people’s lives so they can achieve their financial goals. Asking you… What do you need for the future? What do you want for your future? Letting you know honestly what is feasible, what may not be and how to get there without breaking the bank.
Christine compares your portfolio to a cornucopia, explaining the philosophy of too much of even a good thing may not be the best option, so to diversify by having not only apples, or oranges, but apples, oranges, grapes, bananas maybe even some celery, spring for a pomegranate. Diversify… Real people investing in real people, it’s a beautiful thing.
If you are looking to talk more about investing, please feel free to call Christine Santos Shukes direct at 413-785 4900 or 800-628-9406 also, visit their website at www.ubs.com. The Affeldt, Miles, and Calabrese Group is conveniently located in Springfield, MA.
Be Well,
Mary-Anne DiBlasio
Western Mass Wellness
Pioneer Valley Professionals
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