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Our Investment Philosophy

Licensed Series 65 Fiduciary in addition to advanced expertise in annuity analysis.

We are extremely unique and provide distinct value in that you no longer have to choose between stocks, bonds, annuities or alternative investments.  While many firms seem to either love or hate certain investments, oftentimes it is best to allocate to many different asset classes in order to tackle life’s various demands.  Different demands call for their own special financial tools.  Your financial toolbox should contain many different tools that perform many different tasks.

If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. I would encourage you to visit the “Our Services” section of our home page to see the many different services and asset classes we make available.  We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, tax mitigation and preserving wealth.

We understand the many challenges of investing today. We know the biggest concern for many is outliving their money. We focus on money management, as well as income and retirement strategies.  We do this in coordination with many other areas that are critical to you and your family’s financial well-being.

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