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Core Series Portfolios
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Strategic Plus Tactical Portfolios
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Personalized Retirement Advice
Our 3 – Step Program
First, we ask about your goals.
Answer a few questions about your risk tolerance and goals and we will start building a portfolio to fit your needs.
Available Accounts – Individual, Joint, IRA Rollover. 401(k) Rollover, 403(b) Rollover, & SEP
Second, we provide you with a portfolio recommendation.
To help you make an informed decision, we provide you with a personalized recommendation. It includes all fees, expenses, and a comparison of your current portfolio against the recommended portfolio.
Third, we make it easy to open and manage your account.
We use a an electronic application process to open your account through TD Ameritrade, as the custodian. Once your account is open and funded we manage your investments so you don’t have to.