You don't have to be rich to benefit from financial planning. No matter where you are in life, we can help build an investment strategy that's customized for YOU. Let's sit down at the drawing board and discuss where you are currently with your finances, as well as where you want to go. Our team will help you to build upon your customized, holistic plan so you can stay focused on your financial goals.
Let's work together to make the most out of your retirement and plan for the next generation's financial future. Our team of highly experienced financial architects works together and closely with you to draft a thoughtful and strategic plan to help you meet your financial goals. We not only believe in providing excellent customer service, but also treating our clients like family and developing long-term, trusting relationships.
Let's work together to make the most out of your retirement and plan for the next generation's financial future. Our team of highly experienced financial architects works together and closely with you to draft a thoughtful and strategic plan to help you meet your financial goals. We not only believe in providing excellent customer service, but also treating our clients like family and developing long-term, trusting relationships.
Services
We are a team of financial professionals who can help you see where you are going and focus on the financial future you desire. In your initial meeting, we help get you organized, assess where you are, and determine where you want to be. We give you direction and help you make smarter decisions. From there, we can design a personal, thoughtful, holistic plan tailored to you and your needs through our unique architectural approach.
No matter where you are in life, we can help build a financial plan that's customized for you. Let us be the calming voice in understanding your new independence. We'll help you see where you are today and embrace the possibilities in your financial future. It may not feel like it but it's possible.
You will have the power of seasoned financial professionals on your side, who will select and implement proven long-term strategies that align with your goals. We'll meet with you regularly to discuss your progress and will be there when you need us. Schedule a time to connect with us. We'll take time to get to know you and create a strategic portfolio tailored to your needs.
Here you will find the forms and account information to make your financial goals easier to achieve. Questionnaire - Please fill this out and if possible return it (by email/fax/mail) prior to our meeting. TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and PFAl, are separate and unaffiliated firms, and are not responsible for each other's services or policies.
Our team has been very busy analyzing the markets and economy, poring over quarterly performance reports and reviewing our investment model strategies. We are happy to report that our Investment Models continue to track closely with their comparative benchmarks while maintaining lower Beta (less volatility), and higher Alpha (excess returns), as measured by Morningstar.
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