Our Mission Statement

We strive to help you live comfortably and confidently in your retirement years.

I.    Retirement planning approach

     a.  We believe understanding your specific needs, goals and financial situation is critical to building a successful long-term strategy.

     b.  We believe in tailoring your retirement strategy to fit your unique needs, goals and financial situation.

     c.  We believe--regardless of what's happening in the market--you don't have to take excessive risks to work toward reaching your long-term goals.

II.    Investment selection

      a.  We believe the manager of your retirement investments should have a proven approach to help shareholders build their assets and make them last after they retire and start taking withdrawals.

     b.  We believe that only investments with consistent long-term results belong in your retirement portfolio.

     c.  We believe selecting investments that are managed to help withstand market declines is one of the critical components of successful retirement investing.

III.  Commitment to ongoing service

     a.  We can conduct regular meetings to personally discuss your investments.

     b.  We can help you create a retirement income strategy designed to help make your nest egg last throughout retirement.

     c.  We can review with you changes in the rules and regulations surrounding IRAs, including beneficiary designations.

*Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice