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!
We Are a TRUE Long-term Partner
Experienced, knowledgeable, and small enough to truly care:
- Objective
- Accountable
- Knowledgeable
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
Our Process is Confidential; it is Highly Customized to Your Goals.
- 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 -- to easily schedule an appointment. We truly look forward to working closely with you .. as your trusted partner.