Rebecca Horne

If you review our company tab, you should see that each person has practical industry experience and a passion for helping people. It's not about commissions and corporate agendas. We provide options and explain how they affect you, as opposed to telling you what to do and convincing you to agree. We offer active client relationships.

We strive to be known as the place where people go for common sense investment advice from non-pretentious professionals who work for the best interest of the client, not a corporation. Located 2009 Lincoln Street, which is a stone's throw from the governor 's mansion, we occupy a house built in circa 1885.

Grant Geddings has spent the last several years helping his many clients preserve their health and wealth. He is passionate about making sure they know all available options so they may make an informed decision regarding insurance and. Always having a passion for helping people, I wanted a career that allowed me to have a positive impact on peoples lives.

Emphasis is on keeping what has been accumulated, as opposed to the risk of overreaching to accumulate more. It's the opinion of Edward Marion, owner of Marion Investment Advisors, that there is a lot information about the accumulation phase, but preservation and distribution are barely mentioned. Moving from accumulation investments and into more traditionally stable strategies can help with preservation.

For an established annual fee, based on a percent of the accounts value, trades and re-balancing are at no additional charge, it is an all-inclusive cost option. Hourly charges for time spent with an advisor. This is helpful for self-managed accounts or accounts held elsewhere but the client wants the opinion of a trusted representative.