Products and Services


Professional management, world-class technology, and transparency, at a reasonable price

Products include:

  • Stocks
  • Exchange-Traded Funds
  • CD's & CD Alternatives
  • Mutual Funds

Services include:

  • Retirement planning
  • Socially-Conscious Investing
  • Tax-Advantage Investing
  • And more


The Planning Process

1. Introductory Meeting

  • Review individual’s investment experience and financial goals
  • Review financial planning expectations
  • Present short summary of my background, experience and investing beliefs
  • Investor profile/discussion of investor temperament
  • Discuss advantages/disadvantages of various investment options

2. Follow-Up Meeting – Proposed Solutions

Presentation of draft of personalized financial plan including:

  • Assumptions
  • Investor goals
  • Recommended investment discipline & criteria
  • Alternative investment/financial planning ideas
  • Detailed breakout of all costs

3. Next Steps

  • Amend draft of financial plan as needed
  • Implement plan
  • Monitor accounts including all advisory accounts
  • Establish accountability
  • Review