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Retirement Planning

The person that matters most in your retirement planning is you. But no matter what stage you’re in – early in your career, actively contemplating retirement or already retired – we’re here to help.


Planning for Business Owners

As a business owner, you know all about hard work and commitment. We understand the challenges business owners often face and enjoy helping new.

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Life Event Planning

Life is constantly evolving and so do your financial needs. We have helped many families make successful transitions during times of change and stand ready to offer guidance should the need arise.

Investing with our proprietary Dynamic Allocation Process: A proactive approach to addressing your needs and risk tolerance in the most economical, tax-efficient manner

Our proprietary process is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement the customized financial plan most capable of addressing your needs and risk tolerance in the most economical, tax-efficient manner.

It provides a proactive approach which includes a selling strategy that can help make your portfolio more conservative when we feel conditions warrant it, and help reduce the chances that your portfolio suffers an unrecoverable loss. This process also provides tactical modifications that could allow your portfolio to benefit by emphasizing asset classes that are outperforming (relative strength). Read More

Stay Informed with Commentary and Insights

Your Guide to Investing as a Pre-Retiree

Investing in the decade leading up to your retirement requires a different strategy than that employed while in your 20s, 30s and 40s. There is no reason to panic if you are approaching retirement and don’t have a large nest egg. Alter your investing strategy as appropriate and you may make significant headway in your quest to bolster your financial foundation, ultimately setting the stage for an enjoyable retirement.

Roth IRAs – What You Need to Know

Every working adult should give serious consideration to starting an IRA (Individual Retirement Account). Most people have heard about IRAs yet do not understand the true value of this retirement savings tool. Perform your due diligence, research the merits of IRAs and you may find, that they may help establish a road path to truly enjoyable golden years.

Filing for Social Security

There is much debate as to whether it is prudent to file for Social Security payments as soon as possible or wait until the age of 70 to maximize the payout. Furthermore, most people don’t know where to start when the time comes to file for Social Security.

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