Member of the Edelman Financial Network*

Click Here to Get an Informed Second Opinion 

Because Your Future Won't Get a Second Chance

 

Schedule Introductory Call with Rob



Our Mission is to work as a fiduciary with you to give you more confidence about your financial life and to rehabilitate your investment strategy using the last sixty years of academic research (not Wall Street) 

WE CAN HELP YOU

COORDINATE YOUR FINANCIAL AFFAIRS
 
PUT TOGETHER A LIFETIME SPENDING PLAN TO DETERMINE IF YOUR MONEY WILL LAST AS LONG AS YOU DO

PUT YOUR STUFF IN ORDER SO YOU ARE READY IN CASE OF AN UNTIMELY DEATH

MANAGE YOUR MONEY BASED ON SCIENCE 
(we believe in markets not managers)

ROLLOVER YOUR 401(K)

BUY LIFE INSURANCE OR LONG TERM CARE INSURANCE

DEVELOP A SAVINGS PLAN, MAXIMIZE YOUR 401(K) OR PENSION

REVIEW YOUR WORK BENEFITS

 

Questions To Ask Yourself


-What proven investment strategy are you currently using?

- What are you currently paying for your investments?
- How does your current investment strategy manage risk?
- Is planning your future important to you?
- How much of who you are today did you plan for in the past?
- How much time do you devote to planning?
- What is most important to you?
- Who or what do you care about more than yourself?
- What are your goals?
- What impact do you want to have on your children?
- What do you want them to say about you?
- How do you make decisions?
- Who else besides you helps make your financial decisions?
- Who are your key advisors?

 

 

Change your perceptions on investing. Listen to a presentation on why we use a market-based investment philosphy - Click Here to Listen