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Our Services

We look to establish not long-term, but rather life-long, conventional relationships. All of our services are provided on a "fee basis," except in those instances where a specific product utilization is either not available or appropriate. In any such instance, other compensation derived or charged will be fully disclosed to the client in advance.

Investor Coaching & Education

Portfolio Design & Investment Management

Retirement Analysis and Strategies

Risk Management

Outside Speaking and Lecturing (Please contact our office for topics and availability).

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  770-578-0257