To achieve great financial results, our experience tells us that it is important to pay attention to the details.

What are these details?

We believe that there are five great killers of wealth:

  • The taxes you pay,
  • The fees you pay for various financial services,
  • Interest costs on long term debt,
  • The degree to which your portfolio or net worth fluctuate over time, and
  • The negative impact of inflation on your purchasing power.

By paying attention to the details of those things that can either reduce or destroy your income or your wealth, you can be well on your way to achieving the financial outcomes, and lifestyle, you most desire.

We have developed simple, straight-forward advice, strategies and solutions to address these great killers of wealth.  By addressing these issues head on, year in and year out, the goal is to help you retain more income and build greater wealth.  For when you have both more income and more wealth, you are more likely to have greater financial options, lifestyle choices and peace of mind.

This is our philosophy and approach when providing financial advice.

If you are looking for a new financial advisor relationship, we are pleased that you would include us in your search.

How to Navigate Through Our Website

To fully understand our philosophy and approach, I recommend that you navigate through our website as described below.  There are four components to this website, differentiated by the color across the top of the each page:

  • Component #1:  Our philosophy to providing financial advise:  The green header represents our overall view and philosophy to providing financial advice. You are in this section now. To proceed through this section, simply click on the “Next” button at the bottom of each page.  At any time you can “Return to Home” by selecting the link in the green footer section at the bottom of each page.
  • Component #2:  Financial Planning: This section describes how we analyze financial situations and provide financial advice. At the bottom of each page, select the “NEXT” button.
  • Component #3:  Portfolio management: If you would like us to potentially be involved in the management of your portfolio, this section will give you a good understanding of how we would provide these services to you. At the bottom of each page, select the “NEXT” button.
  • Component #4:  Insurance:  In this section I describe the products and services we provide to you through our insurance licenses. Begin on the first page of this section and then select the NEXT button at the bottom of each page.

If you feel that there is a good fit between the questions and concerns that are foremost on your mind, and the services we provide, then please CONTACT US. I would be delighted to meet with you and to assist you in any way I can. I provide to you a free 60 minute consultation on our first visit together.

Should you have any questions, please call 204-956-0519 or contact us online.

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