SYSTEMATIC APPROACH TO PERSONALIZED STRATEGIES
Investing doesn't have to be complicated, complex, or expensive. It should be positioned only to meet client objectives.
INVESTMENT MANAGEMENT PROCESS
You are looking to ACHIEVE FINANCIAL INDEPENDENCE
You wish to MAINTAIN YOUR STANDARD OF LIVING IN RETIREMENT
You wish to AMASS A LEGACY AND TRANSFER IT TO YOUR HEIRS EFFICIENTLY
Our client focused investment process centers around low-cost investments & time tested investment strategies. Incorporating research & analysis, diversification, and risk conscience allocation strategies. Our client portfolios are designed to meet unique investment objectives throughout a clients lifetime.
IMPORTANT FACTORS IN OUR INVESTMENT PROCESS
WE ARE A FIDUCIARY - This means we are legally required to act only in your best interest at all times. (Can you believe that most of this industry doesn't work under this strict guideline. We are happy to have WE WORK DIRECTLY FOR YOU. We don't have any middlemen.
WE ARE FEE-ONLY ADVISORS - We do not sell products nor earn commissions. Therefore we have no incentive to sell you anything. Our interest are aligned with your success.
WE SEEK TO UTILIZE LOW COST INVESTMENTS - In our portfolio selection process, we seek to keep the cost of your investments to a bare minimum. By avoiding investments with excessive management or transaction fees, sub-advisors, 12b-1 fees, and other fees that will affect your returns.
WE ARE PROACTIVE - When markets are volatile, when getting closer to goals and milestones, when news effects one of your portfolio positions, and at regular intervals. We take pride in reaching out to you to greet you with the news on how we are progressing to your financial goals.
WE BELIEVE IN OUR COUNSEL - Our experience and our relationships with industry experts keep us abreast of the changing investment and financial planning landscape. This allows us to put effective strategies into practice on behalf of our clients that rely on our guidance.