Focused
Areas of Practice
We’re not one-size-fits-all, and neither are you. Every client is unique, so we focus on our core strengths, because focus drives results. We provide exemplary advice and planning to select clients, with specific tax and asset management challenges. Take your financial planning to the next level.
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Disciplined
Portfolio Construction
Based on constant research and technical analysis, our unique portfolio construction approach utilizes non-correlated funds to both improve performance and counteract volatility. We’ll work with you to develop just the right investment mix to meet your criteria and accomplish your goals.
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Retirement
Implementation & Launch
It’s mentioned often, but almost in passing, as if it’s just a detail. We recognize that the actual implementation of your retirement is the biggest financial event in your life. It’s complex and stressful, with a lot of moving parts. We’ll develop a launch strategy for you, so you can embark on your next great adventure, with confidence.
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Structure
Taxation & Real Return
A stated rate of return is not the end of the story. Your specific tax situation, your priorities, concerns about inflation, volatility and income predictability, are all contributing factors. In the top tax bracket, your dollars are cut in half. We can help.
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