01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.
We manage assets for individuals and families, providing investment management, and financial planning services.
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020.
In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account.
There’s no doubt that it feels great to help someone in need through charitable giving.
Do I Invest A Lump Sum Amount, Or Can I Add Specific Amounts Each Month?
Currently we do not have a system set up for small monthly contributions, however, we are considering implementing systems in the future to accommodate this.
How Often Are Returns Distributed?
Returns are calculated and distributed quarterly. Each investment can be tailored to pay out cash, more shares, or a combination of both (ie. 50% cash/50% shares). An updated investor statement and letter from the President are included with each distribution. Cash payments are made by Electronic Funds Transfer.
Is There A Minimum Amount Required To Invest?
Currently there is no minimum amount required to invest.