As part of our services, we provide comprehensive investment and retirement planning, portfolio management services, and fixed income strategies designed for reliable income. We have access to a wide range of research resources and investment programs. Because we are under no pressure to recommend any particular investment, we can explore and select from a broad array of investment choices and identify solutions that may best fit your situation. Our role is to provide guidance and oversight in helping you achieve your financial and life goals. We use a disciplined process which includes:
- Getting to know you and taking the time to listen carefully to you
- Understanding your life goals and identifying your risk tolerance and time horizon
- Creating an investment strategy that takes into account your life goals
- Conducting periodic reviews and responding to changes that may call for adjustments and updates to your investment plan
As a partnership, we will help you implement and monitor your investment plan using a disciplined approach. We are committed to providing objectivity in all phases of the investment planning process. Our clients can establish either a fee-based managed account or traditional commission-based brokerage account.