"Leave no stone unturned"
- The Oracle of Delphi
Leaving no stone unturned is our governing philosophy.
What Can We Offer You?
How about “peace of mind”? Remember how you felt when you had a big test the next day in school and you knew – you just KNEW – you were totally prepared? We do – and we liked that feeling. We like having that feeling today about our own strategies. We offer you that peace of mind.
What does that mean – really?
After – together – we’ve produced your retirement strategy, we continue to be “present” and to participate in your retirement. Practically, this means that we continue to serve you by answering and returning your calls in a timely manner, setting a review meeting schedule that meets your needs and honing to our objective of being the last, best financial advisor you’ll ever need.
What sort of investments do you offer?
We are independent advisors – which means we are free to focus on the most suitable investments – not those “recommended” by the specific company with whom we work. These investments include:
- Life Insurance
- Exchange Traded Funds
- Mutual Funds
- Individual securities
- Private Placements
- Alternative investments