Return

Is the amount and current rate of return on your retirement savings sufficient to meet your long-term goals and needs?

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Volatility

How do you feel about the level of the month-to-month variations in the value of your investment accounts?

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Risk

Have you adequately hedged yourself and your family against unforeseen and potentially adverse future expenses?

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Care

Are you receiving the personal attention and communication you deserve from your financial professionals?

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If you cannot answer yes to all of these questions, consider:

  1. Our Advisors are fully committed to frequent personal communication with our clients and to the continuous monitoring of their investments. We have instituted limits on our future growth thereby ensuring on-going personal attention.

  2. We devote considerable time and effort in determining our clients' goals and needs by really getting to know them on a personal basis. This allows us to gain an in-depth look into each client's financial situation and to prescribe appropriate investment strategies with the aim of meeting or exceeding expectations.

  3. Our investment strategies are very moderately conservative and broadly diversified* with the primary focus on preservation, and the responsible growth potential of your hard-earned money.

  4. We are dedicated exclusively to addressing the entire scope of our clients' financial planning and investment management needs. These include health and long-term care concerns, liability issues and risk management considerations.

RETIREES

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BUSINESS OWNERS

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FAMILIES

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Our Practice fully understands peoples’ concerns related to their long-term financial well-being as well as the importance of developing the trust and confidence essential to longstanding client relationships.

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EXPERIENCE

To Lead the Way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives. Check the background of this practice on FINRA BrokerCheck.

EXPERTISE

KNOWLEDGE BASE APPLIED

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RESOURCES

VITAL FOR SUCCESS

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COMMITMENT

COMMITMENT

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