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INVESTMENT MANAGEMENT

Bulls, Bears, and You.

The Keystone to Financial Independence

Building your nest egg is an ongoing endeavor that requires ongoing monitoring and adjustments both to your situation and the capital markets. While the old adage will always ring true, "Time in the markets beats timing the markets." that doesn't mean you cannot be a dynamic investor.

As market conditions change, so too should your sector allocations. Our current inflationary environment is a perfect example of this that many investors- both retail and institutional, were not prepared for. By keeping our fingers on the pulse of the market, maintaining an open dialogue regarding your financial situation, and being product agnostic, we can separate ourselves from the competition.

Our Comprehensive Menu of Financial Services

Wealth Management & Retirement Planning

Quarterly Portfolio Reviews - Analyze existing investments for reallocations.

eMoney Plans - Establish goals, timelines, & returns.

Health - Medicare, Beneficiary, and Insurance Policy reviews.

Education Planning: Educational IRA (ESAs), 529 Plans

Individual Plans: Traditional IRA, Roth IRA, SEP IRA, & Brokerage

Corporate Plans: Profit-Sharing, SIMPLE IRA, 401(k), 403(b)

Business Planning, Money Purchasing Plans.

Annual Retirement Plan Reviews and Portfolio rebalancing

Social Security Planning

Alternative Investment Offerings (PE, Trusts, etc.)

ESG Offerings (Environmental, Social, and Governance)

Tax-Managed Investment Funds for Individual Brokerage Accounts

Learn More About What We Can Do For You

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