Our Services

We take the time to listen and to know you - your journey, your aspirations and concerns. We also seek to dialogue, where appropriate, higher issues of vision and mission for your life. We then custom build appropriate strategies and roadmaps to address concerns and work towards your vision and objectives.  We will monitor how the strategy works out in the real world and make adjustments along the way - at all times in close communication with you.

Communication:

   Regular Financial Articles of Interest

• Weekly Online Performance Report to position level and Quarterly Performance Report
• Quarterly Market and Economic Updates
• "24/7" Online Account Access
• Rapid response to enquiries - same day usually

Solutions:

We constantly comb the country for the "best of breed":

• Individual stocks and bonds
• Top tier ranking mutual funds
• Exchange traded funds (ETF)
  
• Managed Accounts
  
• REITS (array of real estate)
  
• Money market, CDs
• No high cost annuities, loaded mutual funds or commissions!
  
  

 Tools and Vehicles:

• Optimum tax strategies
  
• Block-trading capabilities
• Alternative Strategies 
• Monte Carlo Simulations (asset growth projections)  
• College funding strategies (not just 529's)
• 401K, IRA, SEP, ROTH, Solo ROTH/401k, Defined Benefit
• "Manage my 401K" programs
• Estate conservation

Securities offered through TD Ameritrade, Inc., Member FINRA/SIPC.