We Are a TRUE Long-term Partner
Experienced, knowledgeable, friendly and small enough to truly care:
- Objective
- Accountable
- Knowledgeable
- Complimentary "2nd Opinion" Overview
An Important Distinction
Our investment methodology is unique: it actively applies these two vital principles:
The Nation's "Business Cycle"
- Cycle Phase 1. Economic Expansion (Recovery)
- Cycle Phase 2. Peak (Economy at Highest Level)
- Cycle Phase 3. Contraction (Recession)
- Cycle Phase 4. Low (Economy Hits Bottom)
"Financial Goals-- Every Age in Life"
- 20s & 30s: Savings/Asset Accumulation
- 30s & 40s: Asset Growth/Debt Reduction
- 50s & 60s: Asset Growth and Asset Preservation
- 60s & 70s: Retirement Fine-tuning and Income Planning
- 70s & 80s: Live on Earnings and Estate Distribution
Experienced Professionals
More than just skilled and professional money managers:
- Caring portfolio work
- Active involved listening
- Conscientious customer service
- Regular but useful communication
- Valuable seminars & materials
It's never too early or too late to begin or increase saving!
It's never too early, or too late, to develop and adopt a formal written financial plan.
No matter the season of the year or your stage in life, we're here to help you.
Click to "Schedule an Appointment" today!
WE ARE FIDUCIARIES ADVISING IN YOUR BEST INTEREST:
Be Prepared for Retirement -- It's What We Do.
- Personalized Retirement Checklists
- Guided Retirement Income Planning
- Long-term Care Planning
- Estate and Tax Planning
- Money and Wealth Management
- Life and Long-term Care Insurance
- Financial Seminars and Webinars
- College Financial Planning
- A+ Accredited by the Better Business Bureau
The very purpose of our relationship with you is to skillfully guide informed decisions to a happy retirement. Welcome!
Our Process is Confidential; it is Highly Customized to Your Goals and Timelines.
- We listen, we probe, we ask, we discover, we guide, we suggest.
- We learn what's important to you and why.
- And, we have a wealth of educational materials and seminars to share.
- CLICK HERE to easily schedule an appointment online. We truly look forward to working closely with you as your trusted financial planning partner.