We do much more than simply manage your investments. Our goal is to cultivate and care for your assets, making it possible for you to pursue your chosen retirement lifestyle and establish a legacy for your loved ones. By emphasizing open, honest communication, embracing the latest technological tools and finding new ways to provide greater value, we set ourselves apart from other retirement planning firms.
Personal service and support. Communication is of utmost importance. We present you with periodic reviews, assessments and adjustments to ensure your strategy remains aligned with your goals. You also receive regular statements and online access that outline the details of your holdings and their ongoing performance.
Competitive fee. Higher fees – both visible and hidden – can dramatically reduce your returns. The cornerstone of the service we offer is investment advice with a sharp focus on low fees.
Behavioral Investment Counseling. In-depth, long-term studies of investor behavior have shown some disconcerting patterns. Investors far too often make long-term investment value judgments based on very short-term thinking. The behavioral studies reveal how detrimental this herd mentality can be to the success of your financial plan. Our function is to provide you with the appropriate investments, perspective on what can be expected from those investments and ongoing Behavioral Investment Counseling to help you stay on track.