Investing on a sure foundation
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Take stress and confusion out of your finances:
Financial Planning
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The key to a successful financial plan is getting to know you, your needs, your goals, and your values. This allows us to design your financial plan into an actionable wealth guide leading with ideas most important to you.
Net Worth Analysis
Formulate your financial balance sheet.
Goal Setting
Outline specific, measurable goals.
Cash Flow Management
Compare what you earn to what you spend so that we can determine what is appropriate to invest.
Debt Management
Prioritizing your payback strategy can save you money over the long term.
Employer Benefit Plan Review
Ensure you are leveraging your best options.
College Funding
Plan for these expenses given the aspirations you have for your family.
Retirement Income Analysis
Be strategic about how much and where you pull your money from.
Planning for Elder Care
Be prepared for evolving situations for yourself and your parents.
Tax Strategies
Coordinate with professionals to maximize tax efficiency over time.
Risk Management
Coordinate with professionals to verify you are adequately insured to safeguard your family.
Estate, Gifting & Charity Planning
Coordinate with professionals to ensure a plan is in place that meets your legacy goals.
Investment Management
Construct and manage portfolios and determine asset allocation strategies to put your money to work for you.
Investment Management
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We believe the market is largely inefficient. Warren Buffett, one of the most successful investors of all time is cited to have said, “be fearful when others are greedy and be greedy only when others are fearful.” While we do not advocate for greed, we appreciate the value of contrarian investing which entails managing from a tactical as well as strategic position.
Asset Allocation
Diversification includes investing in multiple asset classes and asset types such as stocks, bonds, and cash, etc.
Investment Strategy Summary
Stay informed about your holdings and the risk/return profile of your portfolio.
Risk Management
Your portfolio is in alignment with your risk tolerance and goals.
Tax Efficiency
Minimize drag on your portfolio.
Preferred Analysis
Your portfolio is advantaged by fundamental analysis to determine holdings valuation and technical analysis to best navigate market conditions.
Low Cost
We avoid use of mutual funds and third-party asset management companies to eliminate redundant and unnecessary expenses resulting in significant savings for you.