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Diversify Assets, Diversify Risks, and Diversify Advisors
Different Skills
Different Experience
Different Investment Ideas
Different Skills
Different Experience
Different Investment Ideas
Our talent is investing. We are good at recognizing economic trends and identifying the right investment for each client to best achieve their goals; taking the macro economic analysis and bringing that down to the micro economic levels for our clients. We just want to be the best investment advisors we can be.
Our strength is strategic investment analysis. With a skill set centered on asset allocation, investment income, alternative investments, and risk management, we understand a wide array of investments vehicles. We usually like to keep things simple, but we also understand complex financial situations and orchestrate strategies to accommodate them. We have a passion for finding unique investment opportunities, how they fit into the bigger picture, and presenting them to the right audience.
We can’t possibly be everything to everyone and do a good job. We are investment advisors. We have many years of experience investing in ever changing markets, including; new investment opportunities, technological changes, tax changes and regulatory changes. Although we are knowledgeable and understand estate planning, insurance, and taxes, we can recommend attorneys, insurance specialists, or CPAs we work with to handle the necessary tasks to maintain your financial well being. They have the knowledge, experience, and nuance in their respective fields that we do in investments. We can also work with your current financial advisor, estate planner, insurance agent, and tax advisor to make sure your whole financial picture is working together towards the same outcome.
We keep it simple and cost effective. We primarily use three types of accounts to help you reach your objectives: a regular (taxable) account; a Roth IRA; or a Roth 401(k). We can more than meet your needs with one or more of these accounts that most closely matches our philosophy that values a wide array of assets to invest in, flexibility, and access to funds.
Your investment account can be with whoever you’d like. We can help you create an account or if you already have an online investment account at Schwab, TDAmeritrade, or E-Trade, etc. you can avoid transfer costs. We charge for our advice and as long as you have an investment account with online access, we can work with you. We even prefer that our fees are not paid out of your investment account.
We can offer superior service for less than you're paying now.
Our strength is strategic investment analysis. With a skill set centered on asset allocation, investment income, alternative investments, and risk management, we understand a wide array of investments vehicles. We usually like to keep things simple, but we also understand complex financial situations and orchestrate strategies to accommodate them. We have a passion for finding unique investment opportunities, how they fit into the bigger picture, and presenting them to the right audience.
We can’t possibly be everything to everyone and do a good job. We are investment advisors. We have many years of experience investing in ever changing markets, including; new investment opportunities, technological changes, tax changes and regulatory changes. Although we are knowledgeable and understand estate planning, insurance, and taxes, we can recommend attorneys, insurance specialists, or CPAs we work with to handle the necessary tasks to maintain your financial well being. They have the knowledge, experience, and nuance in their respective fields that we do in investments. We can also work with your current financial advisor, estate planner, insurance agent, and tax advisor to make sure your whole financial picture is working together towards the same outcome.
We keep it simple and cost effective. We primarily use three types of accounts to help you reach your objectives: a regular (taxable) account; a Roth IRA; or a Roth 401(k). We can more than meet your needs with one or more of these accounts that most closely matches our philosophy that values a wide array of assets to invest in, flexibility, and access to funds.
Your investment account can be with whoever you’d like. We can help you create an account or if you already have an online investment account at Schwab, TDAmeritrade, or E-Trade, etc. you can avoid transfer costs. We charge for our advice and as long as you have an investment account with online access, we can work with you. We even prefer that our fees are not paid out of your investment account.
We can offer superior service for less than you're paying now.
- We are primarily a subscription service.
- We can serve you on an hourly rate if you only need occasional guidance.
- We can serve you with a flat rate for a la carte services.
- For more complicated client accounts we can negotiate a fee that will enable us to provide all the services you need, while still saving money.
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Consider the benefits of hiring a investment advisor:
• Changing rules, laws, and product features can be confusing and difficult to keep up with on your own. • Your investment advisor can show you a vast array of the available products on the market. • Your investment advisor can provide you with a second opinion. • Your investment advisor can motivate you, keep you on track, and hold you accountable. • Your investment advisor can work with your accountant and/or attorney to take all tax and legal arrangements into consideration.* • Save time. Your investment advisor will research your options for you. *Investment Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. |
This is about you controlling your money and us giving you good advice about what to do with it. Our mission is to provide outstanding practices and services to maximize our value.
