Investment management is an important part of an overall financial plan. As independent advisors, we have access a wide variety of investment available including mutual funds, stocks, bonds, CDs, managed accounts, annuities, real estate and much more.
We work with each client to design a portfolio specific for individual investment needs, goals and objectives because no two clients are the same. We encourage our clients to be involved throughout the course of this process, and to ask questions so that they feel comfortable with their chosen investment strategy. Our fee-based managed money investment strategies aim to be beneficial and cost effective over the long term.