Financial Strategies

Our mission is to implement strategies to help you preserve your principal and grow your money. Add to that our dedication to exceptional personal attention, service, and experience. We consider all aspects of your unique goals and execute strategies to help you attain them. We use a special 7 step process to help you achieve your goals.

The 7 Step Process:

1. Identify Lifetime Objectives
• We help you identify your goals
2. Know and Understand All of Your Options
• The more you know, the better. We educate you about all the nuances of suitable savings strategies.
3. Identify Your Risk Tolerance
• This determines the types of investments you own. We adhere to strategies suited to your specific goals.
4. Balance Risk and Return with Asset Allocation
• We custom build your strategy around your risk tolerance, time horizon, objectives, and cash flow needs.
5. Optimize Your Investment Allocations
• We help you allocate your stocks and equity mutual funds, using Modern Portfolio Theory and mean variance optimization.
6. Identify Tax Reduction and Catastrophic Protection Strategies
• We minimize your tax exposure and protect your assets from risks that life-changing health care needs could pose to your savings.
7. Re-evaluate Your Portfolio on a Regular Basis
• We’re focused on elite service and financial expertise. We meet you regularly to analyze your plan and make any changes so it is in line with your goals.