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(805) 445-1992

LIFE IS CHALLENGING: YOUR MONEY DOESN'T HAVE TO BE 18 Years Worth of Days It May Be Time for a Financial Checkup It Was the Best of Times, It Was the Worst of Times

REACH YOUR GOALS         MAINTAIN CONFIDENCE        BALANCE RISKS & REWARDS

A CLEAR FINANCIAL ROADMAP

We first listen to what's important to you.   We then create a clear roadmap to help you achieve your financial and investment goals based on your values.

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IMPARTIAL ADVICE IN COMMON LANGUAGE

We speak your language in order to provide you with a clear understanding of how we'll invest your money and how we'll make your life easier.  Our on-going communications provide continual clarity. You'll stay informed about markets, and what's happening with your money at every stage of your financial journey.

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HELP DEALING WITH LIFE'S CHALLENGES

Life happens while we're making plans.  Investing and caring for your money is important but it is not enough.  When you or your loved ones need assistance dealing with life's financial challenges, we're here to help.    

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FREE PORTFOLIO RISK ANALYSIS (click)

Services

Financial Planning

It's our job to listen, to understand the complexities of your situation,  discover what's important to you, and evaluate your situation objectively.  After doing that, we'll build a plan tailored to achieve your goals and considering your values.  There are many planning topics we can help you address, including some of life's more difficult situations such as:  life after grief or unexpected changes; dealing with healthcare catastrophes, sorting out complex estate situations,  keeping more of your money (away from the IRS),  protecting yourself and loved ones,  and managing market risks to name a few.    VIEW FINANCIAL PLANNING OPTIONS

Ask Me Anything

We realize you may only have a need for a conversation on a few financial topics. From broad, personal questions to very refined financial inquiries - I invite you to ask me anything at a flat hourly rate. This one to two-hour meeting will review your most pressing questions one by one. The result? We'll provide you with as much financial guidance as possible to lead you in the right direction.    SET AN APPOINTMENT

Investment Management

Investment management is offered for clients who want help  implementing the investment recommendations laid out in their financial plan.   It is also available on a stand alone basis.  Using our world class strategists, we’ll build, implement, and monitor a portfolio that's right for you and we'll do it with a straightforward fee structure.  When it comes to fees, you should know what you're paying your advisor and how we apply those fees to your investments when we're providing investment management.  We'll explain our fee structure so you have confidence that you are receiving value from us and your questions will be answered.    LEARN MORE

Insurance and Annuity Services

Whether it is to ensure that your family is taken care of, a business is better protected,  income is guaranteed to last,  or long-term care costs are covered, establishing proper insurance or annuity coverage is critical to creating a sound financial strategy. A comprehensive protection program can help ensure your financial plans are not sidetracked if the unexpected happens. With access to a vast array of insurance products, we help clients evaluate what type of coverage is appropriate for their circumstances, including life, disability, annuity, and long-term care options.    LEARN MORE

Download One Of Our Free Guides.

Eight Mistakes That Can Upend Your Retirement

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What’s Your Investment IQ?

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Investment Challenges of the Affluent Investor

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How to Retire Early

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Why You Need an Estate Strategy

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Historical Inflation

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Six Most Overlooked Tax Deductions

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Planning for the Expected

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How To Get Started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

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