Retirement
You’re working hard to earn a secure retirement. Trust that we’ll work hard to protect and grow your retirement investment portfolio so you can enjoy that next chapter of your life.
Our Focus For Your Retirement
Unlike giant investment firms that promote low up-front fees but charge other hidden fees for advisory, we are paid according to how successfully the portfolio we manage for you performs. We are not affiliated with those firms that sell insurance products, annuities, and mutual funds with sales fees in addition to the fee-only advisory business. We focus only on managing your portfolio to build wealth for you and meet your needs.
- Planning that aligns retirement portfolio objectives with personal accounts
- Long-range planning to generate retirement cash flow for basic expenses and lifestyle goals
- Customized investment portfolios of securities
- Periodic distribution reviews for tax compliance and goal alignment
- Management of investment portfolios to build wealth over time
We won’t take chances and leave your retirement on autopilot.
Drawing on decades of investing experience with our numerous, long-time clients, we are able to calmly navigate changing markets to achieve your growth goals. Our team is experienced in handling the needs of individuals and their retirement and trust accounts. We are committed to providing excellent customer service. So, when you call us, you can expect to talk with someone you know and trust to get you the answers you need quickly.
We construct each client’s portfolio from the ground up, starting with a blank sheet of paper, to meet their unique needs. This is highly uncommon in the financial services industry, where most advisors place their clients into one of their cookie cutter model portfolios.
Interest rates change.
Investment themes change.
Products change.
Tax laws change.
Our commitment won’t change.
Our Approach to Investing Is A Collaboration
- Review existing investment portfolio(s).
- High-level financial planning to understand and meet objectives.
- Develop an initial portfolio allocation of growth and income specific to the client.
- Build a customized, and diversified portfolio poised for long-term growth.
- Thoughtfully purchase securities over time to minimize risk and maximize growth.
- Monitor portfolios on an ongoing basis.
- Provide ongoing high-level planning in
compliance with changing tax laws. - Provide timely portfolio administration for
contributions, distributions, etc.
