A Founding Member of the Fusion Advisor Network - 200+ Independent Financial Advisory Firms Throughout the USA
Developing productive long term relationships with our clients is our objective. This requires an ongoing understanding of needs, goals and comfort levels while taking a highly personal and objective approach to realistic and dynamic solutions. The success of our retirement and investment strategies is not based on predicting financial markets or the next economic cycle. It is based on developing and maintaining a flexible and personalized approach to what your money must do to meet your long term financial goals while, at the same time, minimizing risk. Over the last 25 years, I have retired over 250 times with our clients. I hope that experience, communicated within an independent and unbiased counseling environment, will be of value in accomplishing your long term retirement goals.
A Message to Our Clients
I hope this web-site will enhance your overall relationship with us by being your "portal" to
To Those Considering a Relationship
All of our new clients come to us by one of three paths: personal introductions from existing clients, professional introductions from selected accountants and attorneys or those motivated to learn more about us after viewing this web-site. Our business model does not allow for any other form of marketing since virtually 100% of our time is spent servicing our loyal clients. If you are serious about your retirement success and want to consider a long term relationship, we look forward to hearing from you. Our model allows us to conduct initial consultations with no fee or commitment. The goal of that meeting is to determine if there is a match with your needs and our expertise. Of course client references are always available.