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Investment Plan Development

We will conduct a portfolio stress test on your current investments, evaluating the impact of future increases in taxes, inflation, healthcare costs, and market declines. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so we can design a personalized financial roadmap that meets your needs.

Our Investment Selection Process

Considering all of the investment products and money managers available, as well as new products being introduced constantly; selecting the right securities and portfolio allocations can be a daunting task.   We use a consistent methodology in developing our recommendations.    With our Wealth Management Platform and other comparison tools, we filter through thousands of money managers, mutual funds, exchange traded funds, and annuities based on specific criteria matching your needs.   

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