Our goal and fiduciary responsibility is finding solutions aligned with your complex financial needs. Veteran owned, Fee Only advisor where your success is our obligation and privilege. Let us meet with you and get started on your financial picture.
We are a Registered Investment Adviser offering customized guidance based on your entire financial position.
C.R.I.D C.R.I D. is a serious and recurring affliction that I and most of us suffer from. How does one get? How long does one suffer? Is there a cure? This affliction that baffles the medical field is called Cranial Rectal Insertion Disorder (CRID). Let us start off with cure.… Read More
I am not dead. Yet Most people don’t spend too much time thinking about their own funeral. I do believe death is inevitable. Yet, some of us have a vision about our memorial service or the handling of our remains. But many do not because of the morbid thought… Read More
What does Diversification, Patience, and Consistency mean in personal investments? Diversification, Patience, and Consistency Three important factors when it comes to your financial life. Provided by William Edward Blanken Jr Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The… Read More
Setting up a Working Financial Portfolio is not as hard as one might not think. It takes some time, patience, determination, and honestly keeping emotions in check. When you think about it there are few things more important and more confusing than creating a working financial portfolio & investment strategy that… Read More
