How we work



After we’ve met and decided that there is an interest to work together, our consultation will include a determination and agreement of financial goals, investment management, cash flow management, tax planning, insurance review, estate planning, retirement planning, job benefit package review in order to maximize perks (if appropriate) and education funding (if appropriate).

We believe it is important to set realistic and measurable financial goals and jointly define the objectives to help reach those goals. As goals change over time, suggestions are made and implemented on an ongoing basis.

All client assets are held at nationally recognized qualified custodians. Custodians provide account statements sent directly to a client’s address.

Today, more than ever, there are an abundance of resources online. It isn't hard to execute a couple of google searches, stay in tune with the financial press, and believe that you are in control. Some reasons why clients choose to work with us are below.

Help Avoid Common Mistakes Caused by Human Nature

The tendency to buy high and sell low (emotional investing)
Taking investment cues from other’s fears and goals (social investing)
Allowing behavior patterns to make you lose sight of your goals (ego investing)

Your Time is Valuable

Let us focus on what we do best so that you may focus on the other important things in your life.

Periodic Portfolio Reviews

Our periodic portfolio reviews and asset rebalancing provide a strong investment portfolio foundation.

Schedule a free consultation with bob and andrew now
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