Our Service is to Provide Advice to People...
… who would enjoy more income in their retirement years than provided by a typical stock and bond portfolio.
… who want to understand the best way to financially prepare for their child’s education.
… who want to understand the volatility and risk of investing in Wall Street stocks/bonds and would sleep better by diversifying into income-producing assets.
… who feel vulnerable giving control of their investments to the government via government savings plans (IRA / 401(k) / 403(b) / 529 / etc.).
… who are tired of paying assets-under-management (AUM) fees.
Who We Serve:
We help corporate employees who are using a 401(k) as their primary way of saving for retirement.
We help teachers who are using a 403(b) as their primary way of saving for retirement.
We help parents who are considering whether a 529(b) is the best way to save for upcoming college costs.
We help small and mid-size business owners who are using an IRA(s) as their primary way of saving for retirement.
Start a conversation to learn more.
