Broker Check

Our Process

How We Help You Pursue Success

We provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you work towards your goals.

Understand Your goals | Gather information about your situation | Evaluate your situation | Discuss options | Create and implement your plan | Monitor your plan | Discuss updates and observations

Pursue Your Goals | Maintain Confidence | Balance Risks, Rewards

Our Services

We offer a range of planning resources and services to help you work towards your goals:

  • Comprehensive Portfolio Mangement
  • Ongoing Investment Monitoring
  • Periodic Reviews
  • Coordination With Other Professionals
  • Investment Strategies
  • Income Distribution
  • Insurance Solutions

- Annuities
- Long Term Care
- Insurance

  • Estate Planning
  • Cash Flow and Tax Planning
  • Retirement Planning
  • Financial Planning

How We Communicate With You

Scheduled outreach includes regular periodic account reviews, planning reviews, weekly economic updates and our informative client newsletter. You can also count on a response within 24 hours whenever you contact us with a question or concern.

Our Fee Structure

Our Investment advisory practice is fee based. Our annual advisory fees are calculated simply as a percentage of assets under management. Our fees are not based on trading activity or commissions.