Our Services
We offer comprehensive portfolio evaluation and financial planning services to all investors interested in working with us. We provide third party analysis to help potential clients make an informed decision before investing. We offer tactically managed portfolios designed to protect and grow a client’s wealth. We are fiduciaries and place the needs of our clients first.
For Pre-Retirees and Retirees
Financial Planning
Our financial planning provides a comprehensive evaluation of our client’s current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.
Portfolio Analysis
We provide third party analysis of a client’s portfolio and detail key facts of risk as measured by standard deviation, average annual rate of return over the past 10 years, correlation, etc.
Portfolio Management
Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. We actively manage our portfolios to better adjust to market conditions.
Life Insurance
We help clients assess their life insurance and legacy planning needs. We work with A rated insurance carriers. Life Insurance and Annuity contract payment depends on the ability of the insurance carrier’s ability to pay, therefore we are extremely selective about the life insurance and annuity carriers we work with.
College Planning
We take great pride in helping our clients’ financially plan for their children’s college education. We recommend two core ways to save, invest and grow the needed funds to adequately pay for your children’s college education including tuition, room, board, meal plan, etc.
For Business Owners
Buy Sell Insurance
A buy–sell agreement, also known as a buyout agreement, is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or is otherwise forced to leave the business, or chooses to leave the business. We provide Life Insurance to satisfy the obligations of a buy-sell agreement for all owners. Legal services and documents for a buy-sell agreement are provided by Andrew Wehunt, ESQ Founder and Partner of The Wehunt Law Firm. Wehuntlaw.com
Key Man Insurance
Key person insurance is simply life insurance on the key person in a business. In a small business, this is usually the owner, the founders or perhaps a key employee or two. These are the people who are crucial to a business–the ones whose absence would sink the company. We help business owners determine how much coverage the business will need to completely replace their key person.
Financial Planning
Financial Planning is different for business owners currently operating their business. We help the business owner adequately determine the value of their business and their financial goals. We work with a licensed CPA to maximize tax efficiency with the financial plan we develop for each business owner. A lot of business owners are willing to take on significant risk in their day-to-day business, our role is to help every business owner protect and grow their wealth consistently.
Portfolio Analysis
Business owner portfolios are unique. Many portfolios include non-traditional and illiquid assets. We analyze the financial performance of every asset a business owner has in their portfolio. Our goal is to make a business owner’s portfolio more efficient with less risk and a higher average annual rate of return over time.
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Want to know how much risk you are taking with your investments? Do you know how correlated your assets are to the overall market and to each other?