Our investment portfolios are designed to capture close to the full return of the stock market by keeping internal fees very low, avoiding mistakes by active managers and avoiding excessive taxation due to turnover.
We primarily use exchange traded funds, or ETF’s to construct our investment portfolios. ETF’s often track an Index but can be traded like a stock.
Markets are unpredictable, costs are forever.
Tax efficiency is an important consideration for many investors. The tax efficiency of any portfolio is strongly related to the investment approach.
Index funds offer one way to achieve broad diversification and can be easily positioned to help meet your risk and return requirements.
You want to retire with as much certainty as possible, living the lifestyle you always dreamed of. What is your current probability of this happening? Are you taking the right steps towards that dream?
Here are some questions you might ask yourself:
A Financial Blueprint is a set of plans to help audit and organize your financial life.
A Financial Blueprint starts with an in-depth analysis of all aspects of your current financial picture to identify any weaknesses or areas of opportunity. Then, we make recommendations to help you define and achieve the financial future you desire.
Just like an architect helps you create plans for the home of your dreams, we help you create your plans for a successful financial life.
Review Balance Sheet, Investments, Asset Allocation / Portfolio, Risk Tolerance, Stock Concentration, Company Stock / Restricted Shares, and Investment account fees
A goal without a plan is just a wish. Being able to track progress is very rewarding and will help you maintain focus on what you are trying to accomplish.
We utilize technology to help you stay up-to-date and on track for your financial goals.
These goals may include:
The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.