Our services are designed specifically for those 50 and older with investable assets of $500,000 or more:

Real-Life Financial Planning^TM: We work with you to identify the things in life that are most important to you and seek to give you the financial ability to pursue them. Forget about 3-inch binders full of meaningless spreadsheets that end up just gathering dust in the drawer. Your lives are fluid and so is the way we approach planning. We focus on real-life issues and uncover and correct your financial weakest-link so you have the luxury of focusing on the things in life that are much more important than money.

Ongoing Retirement Income Monitor and Planning: Proper, pro-active income planning and management is a must-have for today’s retirees. We seek to provide solutions that can provide the income you need while providing you the flexibility to adjust to changing situations.

Generational/Estate Planning: Whether you want to provide a lasting financial legacy for your children and grandchildren; create an endowment for your favorite charity or just make sure that your ‘affairs are in order’, we are here to help you.

Dynamically Responsive Portfolio Management^TM: The long term success of your financial plans ultimately depends on the shorter term decisions relating to how your portfolio is managed.  Technological advances (past and future) have only increased the pace and complexity of life. The world and the markets are constantly changing and now, more than ever, your portfolio must adjust and adapt in order to help you reach your goals. Our dynamically responsive portfolio management provides access to proprietary and other hard-to-find strategies while leveraging the power and sophistication of our patented technology: Portfolio Steward™.

Daily Portfolio Monitoring: In a time when a single piece of news on any given day can cause the markets to plunge in minutes--when years of wealth can be erased in a day; it's not enough to monitor your account on a quarterly basis (like most firms do). You need the comfort of knowing that there are systems and processes in place that can monitor your entire portfolio on a real-time basis and alert us if something unexpected occurs. That's why we invested so much time and money in developing the Portfolio Steward^TM. It helps alert us when it’s time to move money into the selected investments. It also closely monitors your investments, and alerts us when it may be time to sell – to take profits, or to protect the value of your account.

Portfolio Manager-On-Demand^TM: We work for you and recognize the vital importance of having you and the person managing your money be working from the same page. That’s why our clients are able to interact directly with the person handling the day-to-day decisions affecting your money. Since your portfolio manager understands and is responsive to your Livability Factors^TM, you don’t have to wonder whether or not your money is being handled the way you want. That gives you the freedom and confidence (perhaps for the first time ever) to invest your time and energy in making a difference in the lives of those around you.

If you think our services might be right for you, then fill out our form here and an associate will contact you shortly.