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ABOUT

"Just like a caring Coach, we know what maneuvers to make in order to stack up the points in your favor.  We know that the best game plan for success is based on your financial needs.  Because we are fee based, our wins are tied to one another.  It's a true team effort."

We accomplish this by providing our clients with personalized service, clear transparency and peace of mind.

PERSONALIZED SERVICE

  • All conversations are confidential and the services are based on individual needs and goals.
  • Clients' service model is unique to each and every client.

TRANSPARENCY

  • Fees are based on a percentage of assets being managed.
  • All statements and transaction confirmations are mailed directly to the client from the custodian.
  • Account access through our website and direct communication to the custodian at all times.

PEACE OF MIND

  • Knowing someone is going to execute your plan, in the event you are unable.
  • All accounts are held in your name.
  • Confidence in knowing your plan is being executed and monitored.

"As in most successful matches, some of the best footwork isn't done on the court, but on the drawing board before the ball ever hits the ground.  It's planning, calculating and fine-tuned implementation that makes for a successful portfolio."