WE SPECIALIZE IN:
Financial Planning
Investment Management
Retirement Planning
Asset Protection
Estate Planning
Real Estate Investing
Tax Planning
Business Consulting
Life Insurance AdviceHow do you choose the financial advisor/investment manager?
- Find a firm with a proven track record with experienced professionals
- Ensure the firm employs a clear, logical and transparent investment strategy.
- Next find a firm fee-only firm that has no conflicts of interest.
- Lastly, find a firm that develops a custom plan for you.
Ideally, the firm's investment philosophy will mirror your own, resulting in a strategy you would use if you had the inclination, time and expertise to manage your own portfolio. This "like-mindedness" has greater importance than you may imagine. Compatibility of philosophy is what allows you to stay with your investment strategy through difficult markets to ultimately enjoy the rewards of long-term investing.
Ask us to demonstrate the logic of our investment principles and the depth of our commitment to those principles.