Meet the Team
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
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.
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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