About Us
Planning Futures
It has been said that investing in the financial markets, is part science and part art. It has also been said that the two main emotions which can have the greatest impact on an individuals investment decisions, are fear and greed. Succumbing to these two emotions can have a profound and detrimental effect on investors' portfolios. It is our belief, that if we can take these two emotions out of investing, while using the best data (science), and filtering out the noise (art), the better chance we have for achieving a successful financial plan.
Our Approach
We offer a no-cost consultation that will help us to gain insight into each individual's financial goals, investment objectives, and risk tolerance. We will then analyze your current portfolio and offer a strategy to help align your risk tolerance and investment objectives with a portfolio constructed for you. Through ongoing client/advisor reviews, we will monitor the progress of your portfolio and, if needed, make adjustments to stay on course to help maximize your potential for a successful financial plan.
Why Us?
It is our belief that we are on the same side of the table as our clients. If our clients are successful, then so are we. We pride ourselves on full transparency, with no hidden fees, and as an independent RIA, we are free from influence of large financial firms. You can count on unbiased recommendations and impartial guidance. We are fully licensed and credentialed, with years of experience in retirement planning and portfolio construction. We also offer college savings plans, IRA rollovers, tax saving investment strategies, and insurance needs as well.