Our Focus
ADVISE
We give advice.
Examples of areas we advise on:
- Income and Retirement Planning
- Education on 401k Rollovers
- 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.