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Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation

You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived!  But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential.  Most of our clients are either planning for, or are already in, retirement and want to make sure they don't outlive their assets. Many of our clients have been with us for years and are typically patient investors, have long term horizons and believe in the growth of the world’s economies over time.

With over 30 years’ experience working with investors and having managed clients assets through several major market declines during that time – the crash of ’87, the bursting of the tech bubble from 2000 to 2002 and the financial meltdown in 2008 and 2009 - we understand the challenges that sticking to an investment plan in turbulent times can present. Over the past 30+ years, we’ve witnessed the Dow Jones go from 1,000 to 25,000+ in spite of 5 major market declines during that time.

Communicating with our clients on a personal basis and simplifying the investment process are ways we help our clients avoid the typical financial pitfalls when it comes to handling their money in retirement.

We understand the challenges families face today.  From managing debt to saving for college to retirement planning.  These personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.  All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.