SERVICES

All of our services are provided on a fee-only basis.

Our advisory services include: Hourly Fee Based consultations, Contractual Financial Plans,  Managed Asset Allocation Portfolios (FMA) and our Comprehensive contract (FACS).

Our Financial Plans incorporate Holistic Life Planning and cover your Tax, Educational, Retirement and Estate goals and objectives along with Risk Management and Portfolio Management.  A review is made of your current status followed by an analysis, recommendations, implementation, follow-ups and annual update. 

Our Focus Managed Asset Allocation Portfolios (FMA) utilize the Nobel Prize winning Modern Portfolio Theory.  Your portfolio is constructed and managed based on your individual goals and risk tolerance. Each portfolio adheres to a written Personalized Investment Policy. Money managers are consistently monitored and must adhere to pre-determined performance requirements.  

FACS is our comprehensive contract that includes all of our services for one fee. Those services include: Portfolio Management, Investment and Financial Advice along with a personalized Financial Plan