We invest your account according to your specific goals. Then we monitor the performance of those investments; acting accordingly in your best interests.
Your account is held with a discount broker member firm. We are not part of the brokerage firm. We do not receive any compensation of any kind from anybody else but the client.
We advise you on the type accounts needed to save, and then live on during your retirement. With particular attention to risks from investments, taxes, and estate.
Your finances are set up just the way you want it. You could have monthly deposits made to your bank. You can watch your account in real time through your online portal.
We prepare all the forms for your signature to establish and fund your accounts at the member firm.
You decide what portions of your savings are earmarked for growth, bond income, dividend income, hedging, preservation of capital, and tax efficiency