Broker Check

Investment Management

Risk Management

One of the key questions all investors must ask themselves is "How much risk am I willing to take in order to meet my goals?"  What if there was a tangible way to determine your actual risk tolerance, and line up your portfolio to match it?

We utilize a software program called Riskalyze that does just that.  When you come into our office, we will help you determine your personalized Risk Number (0-100), and develop a plan of action to help you reach your goals while maintaining a level of risk that you can be comfortable with.

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Asset Allocation

We create an asset allocation and investment strategy based upon your specific Risk Tolerance level and the current state of the markets and economy.  We utilize a recipe of investments to manage your money in the most efficient way possible. 

Our definition of efficient is:

  1. Getting the most growth you can achieve while maintaining your Risk Tolerance
  2. Getting the most bang for your buck by investing in highly rated, quality funds and products while maintaining low-costs

This includes a recipe tailored to you that might include one or more of the following investment types:

  • Low-cost ETF's
  • Stocks
  • Bonds
  • Annuities
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Products Tailored to YOU

As an Independent brokerage firm, we have the freedom to offer our clients the best products to match their specific needs.  We don't have quotas to make or a company to push products for.  Our number one priority is YOU.  When we meet with you we will listen to your specific goals and needs and offer you a selection of what we think are the best options FOR YOU, not us or our firm. 

As CFP's and Fiduciaries, it is our obligation to make sure that the advice you are given and solutions you are offered are fair and in your best interest.  We believe that being independent and having the ability to offer a wide selection of products and options for our clients is the best way to do that.

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