Financial security through planning and intelligent investment.
Financial security comes from reducing the risks inherent in retirement finances. We help find the right products and strategies to reduce or eliminate risks of not achieving your financial goals. Our investment strategies address two of the most important risks: * Inflation's effects on living expenses * Investment returns falling short of expectations If you have ever wished that you had your own personal money manager with the expertise of the big hedge funds, your time has come.
- Better investment returns = more income for retirement
- Reassurance of expertise at your service
— via personal attention = less worry
- Mistake avoidance through risk management
Our Competitive Advantages:
- Tax informed asset allocation based on expertise in all four relevant areas:
- Tax Law (CPA credential)
- Big Picture Economics (MA in Economics)
- Financial Markets: Stocks, Bonds, Derivative Products (CFA credential)
- Real Estate Markets (Real Estate Broker + MBA)
- Higher long term returns than mutual funds – a superior track record
- Elite investment advice for every client not just those with $20 million