Our first video will be posted by early November so stay tuned!

In the interim please feel free to read a little about our firm and our philosphy. You may also visit our website.

Our Ideal Client:

• Individuals approaching retirement

• Individuals in retirement

• Widows and Widowers

• Beneficiaries of an inheritance

Services We Offer:

• World Class Financial Planning

• Asset Management

• Retirement Planning

Competitive Pricing:

• Our advisory fee is lower than 60% of other RIA’s

• We cover ticket charges for buy and sell orders

• There are no account or IRA fees

• We have access to institutional share classes and

Philosophy:

We help clients discover what is possible and assist clients in living life on their terms.

Our Strategy:

Dynamically combines 3 independent strategies into one uniform investment process. The primary goal is to reduce risk and volatility within portfolios when markets are bad. The secondary goal is to obtain reasonable rates of returns when markets are good.

Diversified Portfolio

Consists of 8-10 products including bonds, stocks and alternative investments. Products that make it into portfolios must pass our 9 factor screening process. We rebalance when drift allowances are violated which helps with our goal of buying low and selling high.

Stop Loss

When markets deteriorate wehave a disciplined sell protocol to put the brakes on client portfolios until markets stabilize.

Tactical Trend Portfolio

The goal of our tactical trend portfolio is to capitalize on investor emotions. In particular, we look to buy into positive trends shortly after they begin. We rotate quarterly into the next trend. The goal is to buy high and sell even higher.