Our Services

Investment management:  Our 'advance and protect' methodology helps to preserve money in the early stages of a market decline. During positively trending markets our relative strength comparisons help put you in the strongest trending investment catagories. We employ fundamental analysis to determine which investments to purchase, and then technical analysis to determine when to buy or sell those investments.

 Client accounts are held at Charles Schwab or TD Ameritrade.

Retirement Planning: we listen carefully to your financial goals and concerns, then build a plan tailored for you. This will help to answer questions such as:  How much money do I need for a secure retirement?  How much do my investments need to earn to reach my goals? and How can I be confident not to outlive my money during retirement?

Organization: To help you more easily track your finances, we create a personalized, private and secure website to organize your accounts, documents and information. Live links update account information daily so you always see up to date information. This site allows you to view all of you bank, investment, and loan/credit accounts in one location rather than have to log into many different sites.

College Planning: In addition to helping families save for college, we focus on developing a plan to reduce your out of pocket cost of college.

401(k) advisory services: due to a lack of time, interest or expertise, many investors are unsure of which 401k investments to choose, and how to manage them during volatile markets. We montor market trends and risk levels, as well as the options in your 401k plan's investment menu, and advise you on where to invest within your plan. This is done on an ongoing basis so when investment trends change, we'll be right there to help you reposition your account accordingly.

Insurance Planning: after listening to client concerns and goals, we'll help you determine what kinds and how much insurance is appropriate. We work with individuals and families on life, disability and long term care protection. Because we are an independent agency, we can shop and compare many different insurance carriers to help you get the best value for your money.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck