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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.
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In a recent retirement confidence survey, 36% of retirees reported that they retired early—and this isn’t just by coincidence. Many of these retirees have common traits and characteristics that led…Read more.
I’ve recently been writing on how to optimize your Social Security benefits, and I’ve had several people reach out to me with additional questions. One question that I keep getting…Read more.
Last week I wrote about how to optimize your Social Security, but I mentioned that deciding on when to take Social Security is not always as simple as waiting until…Read more.
Social Security turned 80 last month. Whether you like it or not, your Social Security benefits will likely play a significant role in your future retirement. If you’re Donald and…Read more.
With roughly 96% of Americans covered under social security, many are concerned about how it works and how it will affect their retirement. When should I cash in on my…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.