Investments & Retirement

No matter where you are in life we can guide you through the following stages:
  • Wealth Accumulation
  • Protection
  • Income/Withdraws
  • Preservation and Wealth Transfer
Our client accounts are held at TD Ameritrade Institutional TD Ameritrade is our third-party financial custodian, they are a leading discount brokerage firm with over 11 million customers and over $1.2 trillion in client assets as of 2018. Their primary job will be to safely hold your account and send out monthly statements. We offer low-cost investment choices (mutual funds, ETFs, stock, bonds, brokerage CDs, cash management)  seeking to deliver consistent returns to help you achieve your financial goals. We have flexibility to be proactive and invest for your best interests and preferences.

Account Types

We can help you open and manage a variety of accounts from personal accounts, retirement accounts, business accounts, and trusts accounts. IRAs, ROTHS IRAs, SEP IRS, 401K, 457, 403b, Rollovers IRA, Trusts accounts, Individual and Joint accounts, and 529 college savings accounts.

 Investment Research

We utilize objective third-party research to help evaluate and design your portfolios. Morningstar is a leader in investment research tools. To study, compare and select diversified investment choices for your portfolio that are aligned with your goals. All of the important information is available for us to study from analyst ratings, performance, fees, risks, dividend payouts, and comparison rankings so we can see who is performing well and where is the best value. We maintain our focus on the top percentile and solid track records for your investment allocations.

Our Simple, Transparant Fee Structure

We understand the need to keep fees low. Our competitive fee model is designed to be fair and straightforward. We don’t charge sales commissions instead, we buy all funds at cost and we charge an ongoing fixed fee that is based on the assets we manage for each client. We strongly believe that this unconflicted approach fits our mission of always putting our clients’ interests first. When our clients succeed, we succeed. It is important to us is that we deliver a quality service that reflects our value to you.