Schedule a time to meet with a Registered Investment Advisor!
 

• We will provide you with a "report card" on your current portfolio through our proprietary "PAR" process. Our portfolio analysis review is provided by Morningstar, and is a $1,200 value.

• Do you have financial strategy that helps protect your retirement savings from a bear market?

• Is your portfolio properly diversified so that it will help further reduce risk?

• Does your portfolio generate a living income with minimal risk?

• Have you put an income plan in place designed by a team of Certified Financial Planners (CFP's) that fit YOUR personal requirements?

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There is no charge or obligation for the meeting. Complete the contact form to get started.

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NOTE: Due to the design of our portfolios, our meetings are designed for people 50 and over with at least $50,000 in investable assets, not including your home or real estate. If you do not yet meet our minimum, please keep us in mind as your assets continue to grow.