We believe that no two people are totally alike. Each has their own personal beliefs and feelings when it comes to finance. Each person holds concerns about these issues.

Our portfolio designs take into account what’s personal to you. Your tolerance to risk, length of time until you need your funds, what part of your whole financial “wellness” these monies play in your personal life’ totally unique to you, are considered. What many firms talk about regarding personal design, we actually produce. Your portfolio can be uniquely different than the person’s next to you.

Individual investors struggle with portfolio design and management for a number of reasons. These can run the gamut from emotional decisions to poor fundamental choices.

We will design your portfolio based on many different considerations. It can be changed at any time. We can adjust it to meet your needs on an ongoing basis.

We will compute your IRA distributions, advising you which one of the many (there are over 10 methods based on different circumstances) is right for you.

We will calculate and manage a withdrawal strategy from your portfolio to provide income to live on. We will calculate and provide tax statements, completed for your tax return.

We will review the markets behavior relative to your portfolio with you so you know why its behaving the way it does. We insist, (yes insist!) on four quarterly meetings per year. We are on call with a team ready to answer your questions. We are there for you. This is what we live to do, not do to live.