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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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Whether you are retiring now or 10 years from now, you need to be aware of these important changes to Social Security. As of November 2nd 2015, President Obama signed,…Read more.
When it comes to our financial health, there are plenty of numbers that we’re concerned about, but the one number that can quickly tell you how well you’re doing is…Read more.
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.
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.