Our Services

                                     

bull market

                                 

Everything Necessary To Pursue Your Goals

With access to all national exchanges and a full range of quality investment products and services, we can tailor a portfolio to meet your specific needs.

  

   Our Services Include:                                                                             

·        Portfolio Optimization and Asset Allocation Strategies

·        Retirement Planning

·        Estate Planning

·        Charitable Giving Strategies

·        Divorce Financial Analysis To Determine Equitable Settlements

·        Life and Health Insurance For Individuals and Businesses

·        Creating A Lifetime Income Stream

·        Education Funding

·        1031 Exchanges (Tax Deferred Real Estate Exchanges)

 

 

 

 

 

How You Benefit

  • You receive full disclosure of risks and fees so that by understanding how we work together, you avoid unpleasant surprises.
  • We learn about you, your goals, and your constraints so that we both understand where you are starting from and where you want to go.
  • We help you implement the written recommendations that we present to you, and we consult your other advisors so that we work toward a coordinated, comprehensive strategy for you.
  • You receive ongoing investment management and communication. Quarterly, you receive a performance report that monitors your progress toward achieving your investment goals.
  • During our comprehensive review, we answer any questions you may have. We integrate new research, products, tax laws and we learn about your updated goals.  We do this so you can continue to make informed decisions.  We can update your strategy so that it stays optimized, prudent, and tax efficient.

 

Our Clients  

 

·        …Share in the realization that by coordinating and managing today’s financial decisions, they can pursue their goals for tomorrow.

·        …Are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.

·        …Usually have no desire to manage their financial affairs on a daily basis; they want to simplify their lives and are willing to enter into a long-term relationship that is mutually beneficial.

·        …Are highly motivated to work with a financial professional, not a sales representative.

·        If this sounds like you, please don’t hesitate to contact us for a private consultation.