Broker Check

Products & Services

 

Account Size

In order to best serve our client's needs through personalized attention and services, our minimum portfolio requirement per household is $250,000.

Areas of Expertise

  • Retirement Planning
  • Wealth Management
  • Investment Risk Management
  • 401(K) and 403(b) Plans
  • Existing Retirement and Company Pension Plans
  • College Savings Plans
  • Legacy and Estate Planning
  • Home and Auto Loan Advice
  • Life Insurance
  • Seminars on Pertinent Financial Topics
  • CD Rate Comparisons
  • Evaluation of Existing Insurance Policies
  • Employee Benefits Plans

About Fees

In our practice, we emphasize objectivity and take a very cost-efficient approach to intelligent investment selection and management. It is our responsibility to you, as our client, not only to develop an initial investment plan, but to monitor and manage the performance results of your portfolio, report regularly to you, and implement an annual review of your accounts taking into consideration your needs and situation at that time. 

We are a fee-based asset manager. All advice, services, and ongoing asset management are included in a nominal flat rate, thereby eliminating any unnecessary commission incentives, in-house sales gimmicks, or referral fees. Rest assured, your financial future, peace of mind, and best interests are always served!

 

FREE Consultation

We know that every client’s goals are different. Therefore, we know that it is important to individualize our services for each client to achieve optimal results.  We offer a free consultation where we analyze your current financial situation as well as future goals and provide recommendations on how we may make improvements, take advantage of available opportunities, and help insure that your financial and retirement future will be bright.  Contact us today to schedule your consultation and start working toward your ideal financial future!

 

Check out our firm's returns from 2009 - 2017!