Investment Philosophy
Our Mission
Design
WE...
- Listen to identify your dreams and goals
- Gather, organize and analyze your financial information
- Make recommendations based upon your needs
Grow
WE...
- Agree upon clear objectives and risk expectations
- Monitor your investments and track the progress
- Refine and revise along the way
Protect
WE...
- Offer investment strategies with downside protection for unpredictable markets
- Help protect your family from life's unexpected challenges
- Assist you with creating a legacy for future generations
What is a fiduciary advisory?
Not all advisors are required to put your interests first.
Only financial advisors who are fiduciaries are required to act in the best interest of their clients. The fiduciary duty is the highest standard of care; it avoids conflicts of interests by acting with undivided loyalty and utmost good faith, even if doing so is contrary to yours.
Here's What to Expect
Get to Know You
During your free consultation with your personal financial advisor, we listen to you.
Know Your Goals
We gather, organize and analyze your financial information. We make recommendations based upon your needs, goals and dreams.
Make a Plan
We agree upon clear objectives and risk expectations. We offer investment strategies with downside protection for unpredictable markets.
Personal Relationship
As your dedicated financial advisor, we monitor your investments and track the progress. We help protect your family from life's unexpected challenges.
Helpful Content
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.