Products & Services
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
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!