We serve a wide range of clients, from those just starting out to those preparing for, or already in retirement.
Full disclosure and fee-only compensation
We ardently believe that customers deserve to know exactly how their financial professional is compensated. We are committed to fee-only financial planning to ensure all conflicts of interest regarding compensation are removed from any financial advice.
Wealth Planning Services
Most financial advisors and brokers focus solely on investment management and portfolio allocation. But this is only one part of the planning process. We believe that our wealth planning analysis is foremost in identifying a client’s current situation, portfolio allocation, historic performance, risk level and internal investment costs.
Diversification among asset classes and long term investing
No one can predict which asset class will perform best in any one year. This is why we believe in building downside protection into every portfolio we manage. In addition, we believe success is more probable if the client takes a long-term focus. Market timing does not work. By long term we mean developing a portfolio based on goals, risk, time horizon, and loss threshold and sticking with that portfolio until one of the above factors changes. The keys to investing are faith, patience and discipline.
- Relationship
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Full disclosure and fee-only compensation
We ardently believe that customers deserve to know exactly how their financial professional is compensated. We are committed to fee-only financial planning to ensure all conflicts of interest regarding compensation are removed from any financial advice.
- Planning
-
Wealth Planning Services
Most financial advisors and brokers focus solely on investment management and portfolio allocation. But this is only one part of the planning process. We believe that our wealth planning analysis is foremost in identifying a client’s current situation, portfolio allocation, historic performance, risk level and internal investment costs.
- Investment
-
Diversification among asset classes and long term investing
No one can predict which asset class will perform best in any one year. This is why we believe in building downside protection into every portfolio we manage. In addition, we believe success is more probable if the client takes a long-term focus. Market timing does not work. By long term we mean developing a portfolio based on goals, risk, time horizon, and loss threshold and sticking with that portfolio until one of the above factors changes. The keys to investing are faith, patience and discipline.