Our Services
Investment Management
As a Registered Investment Advisor, we provide discretionary investment management to business owners, high income individuals, and retirees. We invest primarily in exchange traded funds (ETFs) and options; however we do invest in individual stocks, individual bonds and alternative investments (such as rental properties.) We make all the investment decisions and execute the strategy developed with our clients. This is a fee only service.
Plan Ahead Spending®
Plan Ahead Spending® (PAS) is a service which provides custom spending plans. We analyze your spending history, then work together to tailor a spending plan just for you. PAS clients report that we eliminate money stress from their lives and relationships. PAS your money related stress to us.
Financial Consulting
This is a fee only service that is designed for clients who have specific planning needs. We will develop a plan to meet financial goals such as, college funding, retirement, debt reduction, and large capital investments. Some clients just want us to give them a second opinion on a plan they have developed or one that some other advisor has developed.
Our Blog
Get Your Affairs in Order
Get Your Affairs in Order Unfortunately, most of us know of someone who has passed away due to COVID. It is fast and unexpected for the family. Many times the […]
What if your Fixed Expenses were on Autopilot?
What if your Fixed Expenses were on Auto Pilot? Wouldn’t it be incredible if you did not have to worry about your fixed expenses, and you were confident there was […]
Plan Ahead Spending®
Plan Ahead Spending® Update: We received notice from the US Patent and Trademark Office on 09/08/2020 that our trademark has been officially registered! We have filed an application to register […]
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