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Investment Advice

Whether you are in the building wealth stage of your life, or simply trying to preserve your wealth you will be provided with prudent recommendations to help you reach your financial goals.

Your account(s) will be held with TD Ameritrade (read more) and you will benefit from your investment advisor’s ability to respond to market opportunities as well as to make informed, objective decisions about long-term investing strategies (read more).

Since registered investment advisors must act as fiduciaries for their clients, and also because our compensation method for managing your money is based on an annual flat fee you can be assured that your interests will always be placed above your advisor or firm’s interest.

Call or email today to learn how we can work together.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
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Emerging Market Opportunities

What are your options for investing in emerging markets?
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Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Thank you!