Investment Experts

Where We Excel

  • Our commitment to put your best interest above every other business consideration.
  • Independent, professional advice, free of proprietary products.
  • Client financial education, including advice to the next generation of your family.
  • Development of a comprehensive Retirement Plan that reflects the needs of your family.
  • Review of your current investments and design of a portfolio to support your Retirement Plan and other life goals.
  • Regular monitoring of your investments by a Senior Portfolio Manager.
  • Pro-active investment management to help minimize the downside during difficult market conditions.
  • Availability of one, all-inclusive fee for advice, planning and investment management.
  • Regular, in-person meetings to update your investment plan, review investment performance and potentially reallocate your portfolio.
  • When you call, talk to a real, competent person…every time.
  • 16 account reports per year including monthly statements and quarterly performance reports, available in hard copy or digital format.
  • Three reports per year on relevant issues such as social security, Medicare/Medicaid, employment/unemployment, births of children and grandchildren, and how to respond to those events.
  • Recommendations on asset allocation for external accounts, including deferred compensation and employee stock option plans, plus 401k and 403b plans.
  • Advice on diversified assets including real estate, commodities, private equity, and small business ventures.
  • Consultation with your Tax Advisor to help optimize your tax strategies.
  • Coordination with your Estate Planning Attorney to develop an Estate Plan Strategy and guidance on how to organize your assets in accordance with that plan.
  • Recommendations for managing life’s risks; including life and disability insurance and identification of possible Long Term Care needs/financing options.
  • Advice and assistance with the necessary steps in the event of the death or disability of a loved one.