You are unique. You may be building a family history that may reach more than one generation. We value privacy and will listen carefully to give you tailor-made advice, ensuring you are not just passing on assets, but your family values as well. You are thinking about retiring or have retired and need to preserve your nest egg while providing enough income.
We integrate your portfolio and financial plan and answer your retirement questions so you can confidently enjoy your retirement. You are successful and have sacrificed a lot to get you where you are today. You are self-motivated and focus on the future and your next set of achievements. We will be your accountability partner to save you time and help you meet and exceed those goals.
We integrate your portfolio and financial plan and answer your retirement questions so you can confidently enjoy your retirement. You are successful and have sacrificed a lot to get you where you are today. You are self-motivated and focus on the future and your next set of achievements. We will be your accountability partner to save you time and help you meet and exceed those goals.
Services
Intelligent Investing believes we all have purposes in life and have been given money to help accomplish these purposes while building relationships along the way. However, as we go through life, we face many decisions that can cause financial stress. You may need to determine how you are going to pay for schooling or what career path is best.
Intelligent Investing offers three levels of service to our clients. We are independent, fee-only advisors. Because we do not sell any products such as insurance, annuities, etc. we do not make any commissions. Period. We believe our fiduciary duty allows us to be on the same side of the table as you, and offer you services without conflicts of interest.
Intelligent Investing realizes our world is constantly changing, and we could never apprehend the amount of information and data available to us in our lifetimes.
For example, since the year 2000, the percentage increase in assets committed to ETFs has grown by over 2,500% and approximately 75% of the world's total ETF assets belong to ETFs traded in the U.S. New investment products are coming out every day, and new fund managers are producing new white papers and theories every month.However, being insightful means having a clear understanding of something.
For example, since the year 2000, the percentage increase in assets committed to ETFs has grown by over 2,500% and approximately 75% of the world's total ETF assets belong to ETFs traded in the U.S. New investment products are coming out every day, and new fund managers are producing new white papers and theories every month.However, being insightful means having a clear understanding of something.
At Intelligent Investing, we believe in the importance of independence. Independent bookstores and independent coffee shops have a different feel from a Barnes and Noble and Starbucks. Independent RIA's have a different feel from big-name investment firms. We are locally owned and operated, and feel this keeps us close to those we serve.
Technology has always been changing, and as increasingly more comes out, this change speeds up. Considering the rapid changing world of technology, it ought to be no real shock that the same goes for the financial industry. Companies like Apple, Google, and Microsoft develop new and improved operating systems frequently, both to stay ahead of the competition and to enhance the user experience.
Reviews
Be the first to review Intelligent Investing.
Write a Review
