Member of the Edelman Financial Network*
Because Your Future Won't Get a Second Chance
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