What We Do:
In a partnership with you, we offer retirement income and investment planning tailored specifically for your unique financial situation and we implement that planning while reviewing continually and updating if needed. We do this with reliability, integrity, compassion and honesty.
Contact us to set up a consultation. The consultation is free and without obligation.
What We Don't Do:
Pressure you to do anything ever
Tell you what you want to hear
Put our interest before yours
Sell you products you don't need
Promise you anything we can't deliver on
What We Believe:
We believe a goal of retiring - without a plan to get there - is simply a plan to never retire.
We believe in making a lifetime plan and sticking to it and only adjusting when absolutely necessary. We act, we don't react.
We believe that real wealth, an income one doesn’t outlive, can only be achieved through a program of lifetime investing in quality companies.
We believe the achievement of real wealth is 80% investor behavior and 20% investment performance.
We believe that the highest, best and most valuable service we offer is guiding clients past "The Big Mistake."