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We focus exclusively on investment management and specialize in income-oriented investing. We’re not “active traders,” we’re active managers of your wealth. Our philosophy is to provide personalized investment management to meet long-term goals in a style that considers all client objectives and expectations. Our strategy for you will be carefully crafted to fit your unique circumstances. Wherever you want your money to take you, the multi-faceted CIA professional staff will use its expertise in investments, taxes, real estate and small business operations to help you get there. Interested in getting started? Click here to schedule your consultation.
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Imagine this — you’re on a cross-country road trip. You’ve mapped the 2,800-mile distance between San Francisco and Washington, D.C., charted your course, and now you’re on the open road,…Read more.
Let’s face it. If you have a presence on the internet, sooner or later one (or more) of your accounts will get hacked. The resulting damage might be significant, or…Read more.
What do we talk about when discussing retirement planning? One of the most deep-seated human fears, “Will my money ever run out?” Hence, much of the discussion and debate centers…Read more.
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Fear is a powerful marketing tool. Yes, sex sells, but striking doubt or terror into the public’s heart can be even more effective. Need proof? Ask yourself how much you…Read more.
You might need to consolidate multiple 401(k) plans into a managed IRA to achieve your personal goals. You may also reposition your investments from growth stocks into income investments, real estate or dividend stocks.
You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.
You may need supervision and management of your firm's SEP, 401(k) or profit sharing plans, or guidance on selling your business and retiring.