What can we do for you?

Investment management and planning is a process. We simplify your finances and help you understand your options so that you can make the best decision with the information available. Our support allows you to remove the guesswork and avoid costly mistakes as you navigate life's milestones.

How long have we been advising clients?

Experience matters, especially when dealing with complex financial situations.

We have been guiding clients through real-world scenarios for over 15 years. We have helped people of different ages, different personalities, different family dynamics, through different market conditions and different life events. If it happens to you, we probably helped someone else navigate through it already.

What is our investment philosophy?

Quality, Opportunity and Safety are our guiding philosophy for your core portfolio holdings. Our clients are confident staying invested whether the market is up, down or sideways because they know it's a long-term game and that we work diligently to put the odds in their favor.

While most of our clients are perfectly happy with our core portfolio, we can allocate a more focused concentration towards specific holdings, agreed upon mutually and subject to your completion of our risk assessment process.

What services do we offer?

In order to offer a more complete approach to your financial well-being, we offer the following services:

• Investment Management
• Foundational Financial Planning
• Insurance Planning
• Trust Settlement and Administration
• Real Estate Listing
• Social Security Claiming
• Medicare Enrollment and Renewal
• Professional Referrals
• Educational Resources.

What custodian do we use?

A custodian is the financial institution that holds your investments. They process trades, maintain records, generate account statments and add a valuable layer of security and transparency. Our clients have a choice:

• Charles Schwab
• Fidelity

Do we work with other financial professionals?

If your financial circumstances require the involvement of a dedicated team, such as a CPA, Attorney or Business Consultant, we will work with your existing team or can provide our client-recommended professionals for these services.

What type of clients do we specialize in serving?

We have extensive experience working with married couples and their survivng spouses who are secure financially, but know that they are not experts at everything.

It is important to work with someone who understands your unique financial journey and the challanges that come with it. With confidence, consistent communication and a willingness to roll up our sleeves, our partnership allows you to remain in control during both the expected, and unexpected situations that life presents.

How often do we communicate and what if you need additional support?

It is our priority to conduct at least one, and often multiple reviews annually to check your progress and make adjustments when needed. We communicate regular updates by phone, email, video or in-person.

At the end of the day, we are here for you and will make time available whenever you need us. We encourage you to contact our office anytime and we are quick to respond when you do. Hearing from our clients is always the best part of our day.