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Expertise that's one to one
Our primary purpose is to assist our clients in achieving and maintaining an enjoyable standard of living throughout their retirement years.
We deliver experienced, independent investment advice and we happily take the time to help clients understand their holdings and the role each plays in their portfolio.
A second objective is to protect and maintain the after-tax value of our client's estate such that it may in time benefit those for which they care for most.
A great deal of what we do is driven by the above two objectives.
Investment recommendations are based on clients' objectives, their individual propensity to tolerate an assortment of risks, and our outlook for asset categories and markets.
We recognize that the world is a volatile place. Therefore, we pay close attention to the defensive attributes of the portfolios we construct.
We value our clients. We believe in old fashioned customer service and we enjoy delivering it.