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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Comprehensive Financial Plan

Complete Financial Blueprint

We will work with you to develop a life-long plan for your financial goals. From saving for that first home to leaving behind a legacy for the next generation. We will work with you to determine your goals, establish a budget, determine your asset allocations, and, if you wish, assist you in making your initial investment or reallocating your existing investments.

Ongoing Financial Planning

Continuous Financial Coaching

Once you have a comprehensive financial plan, if you'd like to have your financial planner monitoring your financial picture in order to assist you in staying on target - this is the level of service for you. You will have the ability to regularly speak and meet with your planner to discuss your budgets, goals, and changes in your financial life. Essentially, creating a living financial plan that changes as your life changes.

Investment Management

Low Stress Investing

Managing your own investments can be a daunting task. We will discuss with you your financial goals, objectives, investment experience, personal background, and current circumstances to develop an investment policy, or plan for you. We will then create and manage a portfolio for you based on that policy and the asset allocation targets within it.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (859) 291-0101