Additional Information

Additional Information

Statement of Investment Philosophy

Download our fact-finder in preparation for our consultation.

Fact Finder

We keep all client data completely confidential.

Privacy Policy

We will prepare a Projected Retirement Snapshot(sm) for you during our consultation.

Projected Retirement Snapshotsm

All accounts are held by an independent custodian.  This assures complete security for your accounts, independent valuations and statements, and 24/7 access to all account information.

Trust Company Of America

View our model portfolio rates of return.

Rates of Return

Annual reviews are vitally important to assure your ongoing financial success.

Annual Reviews

Our fees are very cost-effective.

Fee Schedule

For a complete dislosure of the services we provide and the fees that we charge, view our SEC Form ADV Part 2A.

SEC Form ADV Part 2A

We aggregate all trades and administrative functions each month to keep total costs as low as possible. View our aggregation schedule.

Aggregation Schedule

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