A DIFFERENT BREED OF INVESTMENT ADVISOR
Focused and positioned in ways that are designed to help you make wise investment or financial decisions, grow total net worth, and that place your family or business in a position to thrive. Equally important is aligning investment decisions with your values and worldview.
Many in our industry encourage you to accumulate money until you’ve reached “the big number” necessary for retirement. We believe it’s more important to begin by focusing on the significant life transitions you see in your future.
One important aspect that is often overlooked in the planning process is the impact of big transitions in your life on your financial well-being. Every passage of life influences our finances. We want to be proactive and prepare ahead of the transitions, so that we don’t have financial issues when the life change arrives. We believe it’s better to prepare than to repair.
We will create a customized $Lifeline (pronounced Financial Lifeline) for you that will specify exactly when to begin addressing these important transitions.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
Bouncing trendlines aren't necessarily indicators of impending doom, nor golden opportunities. Rather, they're a typical part of the investing life cycle. With a sound strategy in place, movement in the market can be anticipated, not feared.
Retirement and Quality of Life
Dreaming Up an Active Retirement
Once Upon a Goal
An innovative approach to advising that combines secular financial experience with ancient wisdom and guidance.
Are you satisfied with your strategy to maximize profit, increase value, and improve impact?
“Do you have a plan and strategy to safeguard your assets, reduce overall risk, and minimize potential law suites?