Phone: (253) 848-2840

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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 

     

    Steve Maraboli, Life, the Truth, and Being Free

     

  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."

     

    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."

     

    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…
    Imagine."

     

    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."

     

    John C. Maxwell

About

We are independent financial professionals who are committed to helping clients reach their goals.  Based on each individual client's needs we utilize ongoing research and strategies to develop action plans designed to move them toward wealth creation and increased financial stability.

Our goal is to deliver the professional skills and knowledge that will help our clients work toward achieving financial independence.

Many Financial Professionals will:

• Ask about your time horizons for retirement, college planning, financial estate planning, etc.
• Research investments
• Recommend investment products
  • Show you how to diversify your assets to lower your overall risk

This approach might lead you to make financial decisions in an economic vacuum, considering only part of what is important.

When making financial decisions there are two issues that must be addressed-what are my resources and needs, and what could the economic and tax landscape potentially look like down the road?

Many financial professionals only attempt to deal with the first issue and my not even mention the second.  Does that make sense?  It is like being sold a tailored winter coat, but never checking the local weather patterns.  If you live in South Florida, how reasonable is it to buy the coat, no matter how good the fit?

You deserve a Financial Professional who considers not only your situation, but also the economic and tax environment in which you live, work, and invest.

The analysts, advisors, and resources that we look to are not unduly swayed by short-term shocks to our economic system, nor do they become overly focused on the extreme volatility that can often occur in our financial markets.  Instead, they help guide financial professionals and their clients using long-term economic indicators and planning opportunities that are anchored in historical patterns of spending and demographics, and potential ways to best plan for retirement and tax issues.

We are members of various advisor networks which help us educate our clients about what may lie ahead economically and tax wise.  Based on this information and ongoing research, our clients are able to develop action plans designed to help move them toward wealth creation and an increased confidence in their retirement and financial estate plan.

 

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