Services
We invite you to read a blog by Larry Swedroe, financial author and national speaker.
Becoming a Client
Among our key goals is to focus your attention on your investment plan and less on market volatility that can cause you to lose sight of the discipline required to achieve your real goals.
In the initial Discovery Meeting, we identify what financial security means to you through a discussion of your financial situation as well as your values, goals and relationships. We use what we learn to draft your written Investment Policy Statement, which will guide us in structuring your portfolio.
In our Investment Plan Meeting, we present you with a draft strategy to address your needs and goals. Together, we will fine-tune and ensure that the investment plan reflects what you have shared with us.
At the Mutual Commitment Meeting, an agreement is finalized and we open accounts for you with an independent custodian. Your finalized strategy document then becomes a blueprint for coordinated action.
Transparency, Trust and Integrity are the cornerstone of our relationships. Our decisions are driven by loyalty and a firm conviction to always put our clients' interests first.
