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Independent Financial Advice and Multiple Strategies

 We are an independent financial services practice.  Our entire process is centered around understanding what is important to you about your financial future.  Our recommendations are based on our knowledge of you and your family, your overall financial situation, and the expectations you have for our practice.

This all begins with defined Investment Fundamentals and a focus on the basics.  We offer a wide variety of investment opportunities to meet your needs.  You will always receive suggestions and choices that are responsible and appropriate. 

Today there are many financial “To Do” items that you have been thinking about for a long time.  Together we can get those things done.  We simplify what might be challenging and make things easy.  We eliminate the mystery of getting those things done…the forms, the phone calls, the follow up it takes put your financial house in order.

Investment Fundamentals Discovery Meeting and Information Exchange

  • What is most important to you about your investments, insurance planning and your future?
    • Retirement
    • 401(k) Rollover
    • IRA Consolidation
    • Insurance Planning
    • Education 
    • Legacy and Estate Planning
    • What is on your Financial “To Do” List?
  • Asset Allocation Strategy and Risk Tolerance
    • What is your appropriate “Asset Allocation” strategy? 
    • Investment Services
      • Asset Management available through Multiple Providers
        • Tailored to your needs
        • Diversification and Investment Balance 
      • Annuities
        • Income Strategies
    •  Personal Service and Financial Advice
      •  Advice on the many issues related to your Financial Future


      • Consolidated Investment Statements
      • Detailed Investment Tracking
      • Client Electronic Accessibility – 24/7

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (913) 498-2828