What is a Traditional IRA?
A Traditional IRA is one of several types of IRA’s, or Individual Retirement Accounts. The financial planning process will reveal if and when it is advantageous to use a Traditional IRA.
Stops Along the Way in Life
We make our best effort when we sit with a client to consider the different events that arise in the future when we are putting together a financial plan.
It’s Your Life, Not the Advisor’s
A good relationship between a client and Financial Advisor is based on trust and a certain amount of intimate knowledge of what’s going on in the client’s life.
Custom Tailored Solutions
A custom tailored solution is designed in support of the underlying financial plan and the strategic goals that follow from the plan.
Big Firm Versus Financial Advisor
Learn the difference between the two types of large financial brokerage firms and an independent, unbiased, fee-only financial advisor.
Start with the End in Mind Planning
A wise approach to take when financial planning is to start with the end in mind,- financial and retirement goals, health and lifestyle goals, family goals.
Know What You Own and Why You Own It
One of the most important questions we ask our clients during the financial planning process is what do you own and why do you own it?
Our Investment Philosophy
Our investment philosophy embraces investment strategies that have been proven successful through rigorous academic studies such as Modern Portfolio Theory.
Our Proprietary Investment Strategy
We have developed a proprietary investment strategy customizable to your unique needs and goals as part of our comprehensive financial services.
Our Approach to Financial Planning
Comprehensive financial planning encompasses financial planning, wealth management, cash flow planning, retirement planning and much more.