• Assessment of current investment assets
• Develop and design a game plan for
alignment of risk and cash flow needs
• Quarterly investment educational newsletter
• Wealth accumulation and distribution strategies
• Use of passive and active investment managers
• Tactical and strategic investment strategies
• Goal oriented savings strategies
• Tax harvesting planning
• Stock options planning
• Disciplined and educational process
Build and protect your wealth—and we will find tax efficient ways to distribute your wealth.
That is Our Job!
Investors typically use their gut instincts about what is best for them when choosing a strategy. We believe this is counter intuitive to investing wisely. In truth, if you wait until you are comfortable, you likely will have missed the opportunity. That’s how the market works.
At the same time, investors deserve more resources in an effort to preserve their investment portfolios. Our investment committee maximizes various strategies and provides customized solutions. We believe in active and passive managers, all designed to help you seize opportunities while managing risk, as much as possible, through both strategic and tactical strategies.
If you are looking to preserve your retirement income, we can help you navigate the complex web of annuities and other products that are geared for clients looking to retire with confidence. We present you with the ideas and recommendations that best address your unique needs.