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Our Services

Investment Management

Our 'advance and protect' methodology helps to preserve money in the early stages of a market decline. During positively trending markets our relative strength comparisons help put you in the strongest trending investment categories. We employ fundamental analysis to determine which investments to purchase, and then technical analysis to determine when to buy or sell those investments Client accounts are held at Charles Schwab

Wealth Management

Our comprehensive planning looks overall at your entire financial picture to incorporate: strategies to mitigate taxes, protecting assets from creditor and litigation risks, taking care of heirs, and optimizing charitable gifts.

Retirement Planning

We listen carefully to your financial goals and concerns, then build a plan tailored for you. We will help you feel confident knowing you will be more secure in retirement.


To help you more easily track your finances, we create a personalized, private and secure website to organize your accounts, documents and information. Live links update account information daily so you always see up to date information. This site allows you to view all of your bank, investment, and loan/credit accounts in one location rather than have to log into many different sites.

401(k) Advisory Services

Sometimes investors coast along in default investments or target date funds, not having a plan to protect capital or achieve optimal growth. In most 401k platforms we can actively monitor and trade for clients to help them adapt to changing market conditions.

Insurance Planning

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