Products and Services
We know you’re unique. We are too.
We specialize in retirement planning and investment management and have experience dealing with IRAs, 401(k), STERS, OPERS, Pensions, Annuities, Advisory and Brokerage accounts among many other retirement and investment vehicles. We’re not here to sell on you on the newest hottest tip, in fact we don’t want to sell you at all. We want to help you win.
Before we start a plan we first want to get to know you and what makes you tick. After we’re on the same page about your needs, your wants, and your fears; that’s when we will start to get into the details. When we know where you are and where you want to be, then we can go into attack mode.
There are literally thousands of investment options, let us help.
We are big believers in mutual funds and while they aren’t the only investment strategy we use, they make up a bulk of our portfolios. We extensively research funds and use Modern Portfolio Theory to diversify across asset classes to help to reduce risk. Markets will go up and down. We will make it a priority that you know where you stand regardless of the current environment.
We know that a one-size-fits-all approach doesn’t light up anyone’s face. We will keep our minds open to many of the other options we have in our tool belt that could fit your specific situation. Though we primarily act as Investment Advisor Representatives and manage active portfolios, we also employ strategies that use Annuities, Loaded Mutual Funds, Long Term Care, Alternative Investments and more.