Fee-Based Registered Investment Advisor | Retirement Planning
Our Focus on Clients
Our mission is to provide objective financial advice and private wealth management to help you reach your financial goals.
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We take a commonsense approach to advising our clients and place our focus on creating low cost portfolios, reducing transaction fees, monitoring risk and rebalancing, as needed.
Our Financial Services
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Investment Management
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Annual Review
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Retirement Planning
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Risk Management
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Financial Planning
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Legacy Planning
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Asset-Based Long Term Care
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Portfolio Reviews
Investment Strategies
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Predictable Income Strategies
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Growth Portfolios​
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Risk-Defined Portfolios​
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Sector Rotation
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Traditional & Inverse ETFs
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Tax Reduction Strategies​
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Cash Management
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Married & Protective Puts
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Market-Linked Certificates of Deposit
Account Types
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Retirement Accounts: IRA, Roth, Rollover, & Beneficiary
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Individual & Joint Brokerage Accounts
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Employer Retirement: Simple IRA, SEP IRA
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Trust Accounts
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Custodial Accounts: UTMA & UGMA
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Business Accounts: Corporate, LLC, & Partnerships
