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A Cup of Coffee and a Second Opinion

A complimentary, no obligation appointment to come in and sit with us for a while. We’ll ask you briefly to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio with you.

If we think your investments continue to be well suited to your long-term goals – we’ll gladly tell you so.

If, on the other hand, we think some of your investments no longer fit your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.

Either way, the coffee is on us!

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Eye On Money Magazine

Our bimonthly magazine delivered straight to your mailbox.

"Eye On Money" focuses on growing, preserving, and transferring wealth.

The articles touch on many wealth management areas, including:

  • Retirement planning
  • Investment planning
  • Tax planning for individuals
  • Education funding strategies
  • Estate planning
  • Charitable gift planning
  • Life, disability, and Long-term care insurance

Also find articles on travel, the arts, and entertainment!

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27 Principles Every Investor Should Know

By: Steven J. Atkinson

Illustrations By: Dan Roam

27 Principles Every Investor Should Know

You have dedicated your life to working hard and saving in order to achieve important goals such as providing for children’s education and enjoying a secure retirement. Investing your savings can sometimes feel a little overwhelming and knowing where to turn for reliable information can be frustrating.

"27 Principles Every Investor Should Know", distills decades of scientific research and data-driven insights into bite-size, easily digestible “rules” that can help you gain confidence and clarity in your financial strategy – whether you have been investing for years or are just starting today. Each principle uses simple language to dispel myths and uncover the truth about investing. 

Life is complicated, investing shouldn't be.

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Newsletters and Client Workshops

Our Newsletters will be delivered to you via email with various topics, timely news, and financial guidance.

We will also invite you to our periodic workshops about topics such as Investment Planning, Retirement Planning, and Social Security Planning.

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