Proactive Wealth ManagementThis unique process delivers a very high level of proactive service and communication that allows us to take care of the little things in your life so you can reach your Family Index. Our goal is to anticipate your needs before you even know you have one.
Wealth Management SystemOur Wealth Plan provides the roadmap to take you and your family from where you are today to financial freedom and True Wealth. But because life is always changing, we provide a system for you to track ALL your financial resources in one convenient place.
You can also digitally store your important papers and legal documents in a safe and secure electronic vault that is accessible to you 24/7. View the brief video below for a quick tour of the system.
Portfolio ManagementTraditional diversification did not work in 2008. That is why we enhance our stock and bond portfolios with two additional categories of investments. One with returns that are independent of the stock market and a second that provides a safety net of guaranteed income. We believe a stool with three legs is much more stable than a stool with only one.
We also believe markets move in response to business cycles and speculation. Because of this, we track both quantitative and tactical indexes to improve our Buy/Sell decision process. As Warren Buffett said, “The first rule is not to lose. The second rule is not to forget the first rule.”
Tax Planning/Estate PlanningThere is tremendous strength in a team-based approach to tax planning and estate planning. We utilize several professional alliances with CPAs and estate planning attorneys to help our clients grow, protect, distribute and transfer their wealth in the most tax efficient manner.
Risk ManagementAn unexpected death or nursing home stay can be catastrophic to your family and your portfolio. We evaluate your life, long term care, and disability insurance needs and existing coverage .