We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes.

We believe that the core worry that people have is running out of money. Because of this, the core duty of financial advisors is to help people optimize their wealth to minimize this possibility.

In his multi-award-winning book Wealth by Virtue, Chad Gordon writes, “Money is to buy stuff. It may be food, material goods, experiences, services, but we can generalize it all as ‘stuff.’ It seems stupidly simple to point out that money is to buy stuff, but if you hold this in your mind, everything else falls into place.”

Money is to buys stuff and will do so eventually. Accept this and your investment strategy tends to create itself because your financial plan illustrates the time horizon of your spending needs and informs you how much time you have to pursue growing your assets before they are converted into “stuff.”

Financial Plan

With these principles in mind, our relationship with you starts with a financial plan. The plan serves many functions such as:

  • Getting a clear picture of cash flow now and throughout your retirement.
  • Quantifying your net worth now and estimating it for the long term.
  • Raising the red flags such as estate planning problems, tax problems, or insurance gaps.
  • Getting a clear picture of negative contingencies such as: What if one spouse dies before the other? What if the stock market experiences a massive correction? What if you go in to long term care?

For us, it becomes the core tool to guide us on how to invest your money. Our aim is always to optimize the probability for your long-term wealth with the confines of your comfort levels.


Strategy Selection

Through this game plan we seek to segment out money between:

  • Cash flow money
  • Emergency money
  • Income money
  • Growth money

Based on our clients’ needs and comfort level, we then implement the appropriate investing strategy to meet your needs for now and in the future.

Transparent Communication

Once your plan is set in motion, you’ll define how we communicate with you – phone, email, mailings or in-person– but you can expect us to deliver proactive, transparent communications and unparalleled service. You’ll also gain anytime access to statements and performance reports through our online portal. Your financial advisor will schedule annual reviews to ensure your financial goals and objectives remain current.

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