With over 25 years of experience, we provide investment advisory services to help you in achieving your financial goals without sacrificing your beliefs. We strive to help organize, simplify, and add value to your life, thereby reducing your financial anxiety. We help you do what you "should" do, if you have little time or difficulty acting on your decisions.
Our personal and progressive wealth management services are offered to individuals, families, businesses, women, widows, inheritors, non-profit, religious, and mission-based organizations.
- Fee-only Asset Management Based on Your Unique Needs with full fee disclosure and transparency
- Retirement Plan Set Up and Management (IRA, ROTH, 401k, 403b..) for all phases of retirement-(Accumulation, Growth, Distribution)
- Rollovers & Consolidation of Former Employer retirement plans
- Income-Growth Investing for Your Cash Needs and Tax Situation
- Adaptive Risk Management and Ongoing Performance Reporting
- Personalized Holistic Financial-Life Planning or Hourly Modular/Focused Plans
- 529 Plan Investment
- Inheritance and Trust Investment Management, Estate and Tax Planning
- Community Investments, and Philanthropic Planning
- Annuity Management
- Variable Annuity Investment Management
- Access to World-Class Institutional Third Party Stock and Bond Managers on Independent Custodian platforms such as Schwab, using No-Load Mutual Funds, Index Funds, & low-cost ETF's
- Complementary review of your plan with strategy recommendations
We provide our clients with quality, objective, and independent fee-only investment management and financial planning uniquely customized and in accordance with your values for retirement, income-growth or whatever your financial needs are. While we strive to provide competitive returns, we also believe that life is about more than just profit alone. We often go over and above the normal call of duty in advocating for you, our clients. We truly care about you, your families, and your success.
We collaborate with you to help prepare and enable you to thrive, have comfortable and meaningful lives, and reduce your anxiety about your finances, so you don't have to worry about that part of your lives.
We collaborate/coordinate with your tax, insurance, and legal advisers on your behalf, and provide professional referrals when needed.