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There really is no time like the present to get real advice that is conflict-free, objective and truly fee-for-service. We will help you get a complete picture of your investments, income, assets, liabilities, and future needs. We will also provide one comprehensive and coordinated plan for entire portfolio.

If you are like most people, the "old way" resembles one of the following scenarios:

  1. You've been handling your own investments, taxes, insurance, credit and asset are doing fine, but have a lot of unanswered questions. You may be wondering if you have done the best job of minimizing investment expenses, or if all the effort of researching and trading has been worth it.
  2. You have an advisor, who may be with a bank, brokerage firm or independent broker/dealer who provides some degree of financial planning advice, maybe even for free, but who also receives commissions or other compensation for recommending certain investments, annuities, insurance products, etc. You have real questions about how well these recommendations are performing and about the costs associated with them.
  3. You've always saved money in your employer's 401(k) plan, and it seems like you've done well, but maybe it's just all due to luck or general market trends. Now you are leaving your employment, or considering retirement, and you don't want to leave things to chance.

If you are ready for the "new way", and would like to talk to us about how we can put your mind at ease while providing professional, knowledgable, and objective advice, start right now by completing our online questionnaires and/or scheduling an appointment. The first consultation with us is free, and will give us the opportunity of evaluating whether or not we are a good fit.

You have nothing to lose, and a secure future to gain!

 Click on our logo to access our Personal Progress Survey. This tool will help us to prioritize your financial planning needs.

Click on the compass to go to our Secure Online Financial Questionnaire. This will take you to questions about your individual financial situation and better prepare us for your complimentary discussion.


 Curious about how you make money decisions? Go through our five minute "Your Money Mind" exercise. In your complimentary report, you'll gain valuable insights about underlying tendencies and improve your decision-making.  

The Importance of Your Investment Plan.

We spend a lot of time and effort creating custom investment portfolios for our clients. And although we believe that investment management is but one of many factors that influence financial success, it is one area where there is much bad and costly advice in the marketplace. Many of our clients walk through the door with portfolios of high-cost, duplicative holdings that are overly complicated and rely on outdated beliefs. So, even though our focus is on the overall plan, we are normally able to provide immediate value by improving the investment strategy.

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