We take a comfortable, straightforward approach to wealth management and use a well-structured process to help you have a clear understanding of your plan and your investment strategy. We use our combined nearly 50 years of experience in the financial industry to help you build and maintain a solid foundation for your assets.
We value the relationships we have built with our clients over the years -- relationships built on trust and integrity.
It is our goal to keep you up to date and satisfied. We are responsive to emails and calls, and we're readily accessible to you.
Portfolio Management: we create personalized, investment portfolios based on you situation, your goals, and your risk tolerance. Our portfolios are consistently monitored, whether we build them ourselves or utilize different models or managers. Our longevity in the financial services industry is due largely to our portfolio management and working to keep our clients happy.
Retirement Planning: we discuss your retirement goals and objectives, review options, estimate income and cash flow, and develop a plan that is reflective of your and your family's needs. Often times, Social Security and other retirement benefits play a large role in retirement planning.
Federal Employees: we specialize in working with Federal Employees and Federal Retirement Benefits. We offer a wide range of services to Federal Employees, including retirement workshops and personalized benefits reports.