Our Mission Statement

                                                                        

 

As your financial advisors, we will work for you and with you to construct a portfolio that is tailored to your needs by identifying the five key elements to achieve financial independence:  investment objectives, time horizon, investable assets, risk tolerance, and tax management.  Once we have your portfolio constructed, we will work to keep you on course to achieve your goals by advising you of factors such as market changes and economic developments that may affect your income needs.