Your investment solution is aligned to your financial plan. Your financial plan will guide us as we construct your unique portfolio whether it's to preserve your wealth or grow it for the future. Your portfolio is built with low cost mutual funds and exchange traded funds primarily managed by Dimensional Fund Advisors and Vanguard. In addition to your financial plan, you’ll receive a written investment policy statement highlighting your investment holdings, investment goals and asset allocation.
401(k) and Company Retirement Plan Guidance.
Outside of your home, your company retirement plan is probably the largest asset you own. It’s important to spend time selecting your investments, asset allocation and contribution amounts. We can help you maximize your plan assets to make sure you’re receiving all your plan benefits.
Investment and Asset Allocation Review.
Do you need a second opinion for your investment holdings? Do you have the proper asset allocation? Are your fees in-line with your investment goals and industry standards? During your investment review, we’ll address these questions and much more.
For more information about pursuing a better investment experience, please click here to download the brochure.
Moreover, when God gives someone wealth and possessions, and the ability to enjoy them, to accept their lot and be happy in their toil - this is a gift of God. ~ Ecclesiastes 5:19.