Investment Planning

With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available.

But have you been investing time into planning your investments?

Our investment philosophy is summed up in an abbreviated, algebraic formula.

(No, you do not need to be a math whiz!)

The formula is: Q + T = S.

We explain what this means in our first meeting. (To request a meeting, click here).

Things to know:

Account minimums: None! Whether you have $1,000 or $1,000,000, we have a program designed to meet you where you are and turn your money into a tool that works for your future.

Growth vs. Income: Our unique models can set you up for long-term growth or current income needs.

Working vs. Retired: We can help you manage your current workplace retirement plan AND help you simplify your accounts when you retire.

Age requirement: None! We have programs for newborns to grandparents.

Speaking of Family...

As a firm who believes in the power of family unity, we have made the commitment to work across all generations, so that your legacy will last generation to generation. With that in mind, we keep our doors open to all of your loved ones, no matter where they are in life.

 “There is no doubt that it is around the family and the home that all the greatest virtues, the most dominating virtues of human, are created, strengthened, and maintained.”

– Winston S. Churchill

Ask about our Family First Incentives Program for families who invest together!