An Independent Financial Firm Focused
on Retirement Investment Strategies
Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.
Helping you meet your financial needs is our FIRST priority.
We’re committed to helping you make informed decisions about your financial future.
We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
ABOUT OUR FIRM
A message from the Chief Financial Advisor.
„Our firm offers complete investment and retirement planning, including Social Security, Medicare, health care and estate planning.“
95 percent of our clients are near or in retirement.
89 percent of retirees are concerned about their long-term financial future in retirement.
The Dow Jones dropped over 53% from Oct 2007 to March 2009.
If your investments drop 50%, you need 100% return to get back even.