4755 Caughlin Parkway
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. 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, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Let us help you create your personalized retirement plan. We help you align your finances with your retirement goals. Learn creative ways to generate income with your portfolio, when to take social security benefits and more. We also work with Business Owners and Plan Sponsors to determine optimum Company Retirement Plans.
We help design the right portfolio for each client using a personalized approach. We work with our clients to find an appropriate balance between their need, ability and desire to take risk and therefore target a rate of return. What rate of return do you need to achieve your goals? What keeps you awake at night? What is your desire and ability to take risk?
How does risk management relate to insurance? We review and evaluate various types of insurance with our clients, to help protect against certain negative life events. This includes life, disability, long-term care, property & casualty, etc. At the core of our clients’ financial plans is investment management. We base our strategies on scientifically validated investment principles and processes, applied to your unique situation.
We believe that our clients feel more empowered and satisfied when they understand and are involved with investment management strategies and trends. Thus, we regularly provide investment management related classes, seminars, events and resources to help educate our clients to the level at which they feel comfortable.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 775-825-3001