INVESTMENT MANAGEMENT

Our goal is to help you preserve and protect what is most important to you and your family. Through our strategic approach to asset allocation and investment planning, we develop strategies that seek to help you:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth to outpace inflation

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As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. 

 

ADVANTAGES OF INDEPENDENCE

DISCOVER WHY OUR INDEPENDENCE IS YOUR ADVANTAGE 

As independent advisors, we focus solely on serving your needs and acting in your best

interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.

  • We have no obligations to investment product manufactures
  • We have no cross-sell quotas or home-office directives that may lead to conflicts of interest
  • We have no affiliations or ties to investment banking firms
  • We spend our time developing customized strategies for the unique challenges you face

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer. The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

 

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  • Bonds
    A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.

  • Types of Bonds
    Bonds are issued by many entities and share many characteristics, each type of bond has certain benefits and risks.

  • Stock
    Before investing in stocks, it is important to understand some of the basics and the risks involved in owning stocks.

  • Dividends
    It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.

  • Growth Stocks vs. Value Stocks
    The labels “growth” and “value” reflect different approaches that can be used when making investment decisions.

  • Stock Indexes
    Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.
  • Mutual Funds
    A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.
  • Mutual Funds vs. Stocks
    The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.
  • Exchange-Traded Funds
    ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.
  • Closed-End Funds
    With closed-end funds, investors pool their money together to purchase a professionally managed portfolio of stocks and/or bonds.
  • Annuities
    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.
  • Fixed vs. Variable Annuities
    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.
  • Investment Risks
    Understanding different types of investment risk can help investors manage their money more effectively.