Our Focus

ADVISE
We give advice.

Examples of areas we advise on:

  • Income and Retirement Planning
  • Rolling over a 401k
  • Protecting yourself against fraud
  • Simplifying your financial life
  • Preparing for an inheritance
  • Buying and leasing cars and homes
  • Ensuring all your assets are titled properly

INVEST
We buy stocks.

More on how we help:

  • We also manage all kinds of portfolios.
  • If you are looking for customized portfolio feedback contact us.
  • We can compare and contrast the risk you are currently taking versus our investment plans
  • We help you understand the risk appropriate for you.
  • We strategize to improve your tax situation.

MANAGE
We are fee based.

We are here for you:

  • Everything we do relates to one basic fee
  • No conflict of interest
  • Low cost – our firm depends on the success of our clients
  • We manage your investments so you have more time for what matters to you.

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