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What We Do

Most people want to have enough money to live the life that they want. You worked hard for your money and we want to help you manage it in a way so that you're set up for future success. We look at and evaluate your complete financial life. Ultimately, when everything is working together it will help you live the life you want to live.

We specialize in comprehensive wealth management, portfolio management, retirement plan management and employer-sponsored retirement plans (401(k)).

  • Investment Planning

  • Retirement Planning

  • Insurance and Risk Management

  • Estate Planning and Philanthropy

  • Tax Planning

  • Cash Flow and Budgeting

Wealth Management

Employer-Sponsored Retirement Plans (401(k))


1. Investing based on sound strategies and not just one philosophy

2. Looking at the downside first, not the upside

3. Focusing on reduced risk and volatility through diversification and trend-following strategies. Too much diversification can diminish returns. Being too aggressive can create too much volatility. 

4. Good investment behavior is key to success

5. Indexing almost always outperforms active investing

6. Creating your own safety net

7. You need short term and long term money

9. Investing is about maximizing your financial potential with good habits, control, value, and a financial model that anticipates real life

10. Simplifying

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