Preparing you for all Financial Aspects of your Retirement

FINANCIAL PLANNING | INVESTMENT MANAGEMENT

Know Who We Are and How We Can Help You Get To and Through Retirement

Our Core Values

The cornerstone of our investment philosophy is risk management. Central to our philosophy is the vigilant recognition that losses hurt you more than gains help you profile that is growth oriented while protecting downside risk during periods of market fluctuations.  Finding creative ways to protect and grow the assets of our clients is our professional passion. We especially enjoy helping each new client piece together the “puzzle”.  Our specialty is creating an investment strategy that maximizes growth and income based upon the investment objectives and risk tolerance of the client.

Financial Planning

The most critical element to a successful retirement is your ability to have Income for Life.  Our goal-based financial planning process is designed to help you obtain the income you need in order to meet the goals you have set for your retirement.  One of those goals is for you to stay retired even during the inevitable market fluctuations that are common to our financial markets.

Investment Management

We work with Financial & Tax Architects, a wealth manager who has created its own proprietary investment strategies called Private Wealth Strategies.  Private Wealth Strategies are individually designed to address different objectives.  When put together in a portfolio. The goal is to create a profile that is growth oriented while protecting downside risk during periods of market fluctuations.

Why Choose Us

Fiduciary
We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.

A fiduciary has 5 primary responsibilities. Those responsibilities are:

  1. To put the interests of the client first
  2. To act with utmost good faith
  3. To provide full and fair disclosure of all material facts
  4. Not to mislead clients
  5. To expose all conflicts of interest to clients. Sub Make sure your retirement planning is someone who adheres to these responsibilities.

Planning
A successful retirement is best enabled by one important factor: Income for Life.

Investments
Losses hurt you more than gains help you!

GET THE FREE 7 MISTAKES TO AVOID TO HAVE A SECURE RETIREMENT...

GET THE FREE 7 MISTAKES TO AVOID TO HAVE A SECURE RETIREMENT...

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