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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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I vividly remember a book series from my childhood called “value tales.” Each book chronicled someone famous and a trait that personified their success. Now, years later, I’m reading those…Read more.
In today’s CIA Success Story, we share a story about a couple that was concerned they wouldn’t have enough money to live comfortably during retirement. After working their entire adult…Read more.
The markets in 2016 are off to a rocky start, but I believe that if you’re saving for retirement, owning quality, income-producing stocks and bonds should you give the resolve to…Read more.
My wife’s family lives in Michigan, so most summers we spend a week in a quaint town right on Lake Michigan called Holland. It’s a 10- to 12-hour drive depending…Read more.
Just a week into 2016, and the market is off to a difficult start. If it feels like déjà vu, it is. Chinese market volatility has once again reared its…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.