We specialize in sustainable retirement income and growth done wisely. We know that retirement income decisions are critical to developing a sense of contentment and peace for individuals in retirement. It is our objective, as a specialist in this area, to help our clients achieve this. We don’t operate using some secret formula, but rather we use an uncommon sense of disciplined action to help clients generate retirement income AND growth given their individual situation.
As a fee-only investment advisor, we are compensated by a percentage of the assets we manage. That means we are always 100% dedicated to serving our clients’ best interests, because the more you succeed and prosper, the more our company grows and succeeds. We strive every day to live up to this commitment, not because of government mandate but because we truly believe it to be the right way to do business.
Further, to guarantee the highest degree of safety for your assets, we place the investments we manage on your behalf with an independent custodian, Fidelity Institutional Wealth Services. We chose Fidelity as custodian for the length of time it has been in the custody business, a demonstrated commitment to client support, and most importantly, the financial strength of the firm.