Retirement Income Planning designed to span your lifetime

Making your financial dreams a reality

As a client, you place an enormous amount of trust in your advisor, and we strive to live up to that trust by providing the specialized knowledge necessary to manage your investments and generate retirement income.

Our practice is based on the principle that a thorough understanding of you and your current financial situation is vital to successfully make prudent decisions concerning your future. We do not believe in timing the market, but instead dedicate ourselves to developing a well-reasoned strategy and comprehensive financial plan for the long term. We are committed to employing proven processes such as diversification, tactical asset allocation and portfolio rebalancing to help manage risk.

At the beginning of our client-advisor relationship, we take the time to learn about your current and future financial goals and needs, considering factors such as your income, risk tolerance, tax status and liquidity needs. Only then do we consider ourselves fully prepared to recommend an investment portfolio and course of action individually tailored to you.

In addition, we pledge to:

  • Take the time to answer your questions in a language void of “financial speak”

  • Provide you with ongoing assistance before, during and after you invest

  • Use our insight and experience to provide quality service and recommendations

  • Exhibit professionalism, respect and courtesy

  • Monitor your portfolio and inform you of any changes or recommendations

  • Help you increase your knowledge as an investor by offering seminars, retirement planning sessions, one-on-one client reviews and meetings

  • Supplement and update our own investment knowledge through continuing education, conferences and additional registrations, as appropriate

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results. The process of rebalancing may result in tax consequences.

Alone we can do so little; together we can do so much.
Helen Keller