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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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Asking a financial advisor to name his favorite investment is like asking someone to tell you their favorite flavor of ice cream. We’ll say that every asset class (well, nearly…Read more.
US Equities Post Strong First Quarter The Dow broke 20,000 for the first time in history in January, then briefly broke 21,000 during February. We presently sit in the middle….Read more.
We’re facing a biodiversity crisis. It’s a slow-moving ecological disaster that could have serious ramifications in the long run. I’m not talking about what’s happening in the Earth’s jungles and…Read more.
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It’s been said that if you have enough money to help your children through life, you also have enough money to ruin their lives. I see this scenario in 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.