Broker Check

 
Larry and Brian Coventry
The Retirement Coaches

PO Box 236
Quitman, Texas 75783
(903) 763-4711
CoventryB@suddenlink.net

 

Investment Planning

Most people think that investing is a series of reactions to day-to-day events.  Nothing could be further from the truth.  Investing should be a deliberate process, with set goals, where success is measured in years, not days or months.  Larry & Brian use traditional wealth management strategies to develop a portfolio that is fine tuned to meet your specific risk tolerance and investment time horizon.  Aside from managing your portfolio, our primary role with our clients is to prevent them from making THE BIG MISTAKE.  Left on their own, most individuals do the exact opposite of what they should do when it comes to investing.  As your dedicated financial advisor our goal is to prevent you from making those types of mistakes regardless of market conditions.

List of Services Available 

"The dominant determinant of long-term, real life investment returns is the behavior of the investor himself."
- Nick Murray