Mission Statement: To provide our clients with the highest level of sustainable financial planning & retirement strategies.
Investment Philosophy: To pursue the target return at the lowest risk that will address the stated investment objective in a client’s financial plan employing a wide range of asset allocation and tactical strategies that focus on long-term market strengths balanced with alternative investments that manage short-term volatility.
My Service Commitment: Quarterly reporting and evaluation with a proactive response to market and economic changes that may impact the client’s financial plan. Supporting the continued progress of my client’s financial goals by providing exceptional planning advice annually.
Community Service: Raising personal financial consciousness that will support sustainable personal, family and local economies.
Fees and Services: Full financial planning consultation on a fee basis. Investment supervisory and management on an advisory fee basis.
- Financial Planning
- Retirement Planning
- Investment Strategies
- Cash Flow Management
- Risk Management
- Estate Planning
- Qualified Plans
- Socially Responsible Strategies