Broker Check

Value Added Services

Our primary objective in working with our clients is to assist them in achieving their financial goals throughout their lifetime.  There is no fee or obligation for any consultation, planning session or portfolio review.

We generally recommend a conservative to moderate investment allocation strategy* to our clients.  Our retired clients are investing to potentially provide a stream of income throughout their lifetime and for the disposition of their assets upon their death. Working clients are more focused on wealth accumulation to prepare for their retirement.

We work with over 2,000 (active and retired) employees from many local and national firms, federal and state workers, plus many educators from public and private schools as well as our local universities.  Our focus is to assist them with their retirement and investment planning. 

Check out the background of our firm and investment professionals on FINRA's BrokerCheck, http://brokercheck.finra.org

References are available upon request.

 

*There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.