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We provide personalized service, high quality products and solutions to meet your financial needs. We will discuss your personal situation, identify your overall vision and goals, and assess your tolerance for risk prior to making an investment recommendation. As independent advisors, we offer a full spectrum of financial products.

1. Cash Management and Wealth Building

1. Cash Management and Wealth Building

  • Provide advice on cash surplus or deficits
  • Monitor debt reduction
  • Plan for future cash flow expenses for cars, homes, vacations, home improvements, education, weddings, etc.
  • Recommend an appropriate amount of emergency funds
2. Investment Advice and Management

2. Investment Advice and Management

  • Assess risk tolerance
  • Analyze, select, and recommend portfolio
  • Review specific holdings for risk, performance, expenses, tax efficiency and capital gains/losses
  • Recommend asset allocation and diversification and provide periodic rebalancing
  • Research investment vehicles/managers for potential improvement
  • Monitor investments, performance reporting, and advisor reviews
  • Explain investment ideas in an easy-to-understand manner
  • Provide guidance for 401(k), 403(b), or 457 plans
3. Financial Products

3. Financial Products

  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Stocks
  • Bonds
  • Annuities
  • Managed Accounts
  • Real Estate Investment Trusts (REITs)
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Life Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (806) 687-5257