About
Registered Investment Advisor
Fiduciary
Independent
Fee Only
No Minimums
No Commissions
Services
Customized Financial Planning
Investment Management
Retirement Accounts
Social Security Analysis
403(b) Retirement Plans K-12
Retirement Income Planning
Pricing
Complimentary Introductory Meeting
Investment Management
Monthly Retainer
Hourly
Project Based
Annual Flat Fee
Average 401(k) Savings by Age
2 Minute Read A question I am asked frequently when discussing retirement; how much should I have saved? Some “experts” claim you need to replace 80% of your pre-retirement income, while other marketing campaigns by financial services companies want us to believe that we need close to…
Let Bonds Be Bonds
2 Minute Read While browsing Yahoo Finance this week, a particular article caught my eye, “Regulators Alarmed by Risky Loans, But Don’t Know Who Holds Them.” The risky loans these regulators are worried about are called leveraged loans, and prominent voices in finance and economics have been…
Cannabis Investing
2 Minute Read The Cannabis industry has been experiencing exploding growth as the drug continues to be decriminalized across the US, and its medical uses are expanding into more treatment programs for individuals. This begs the question, should you invest in this young, but growing industry? I took a…
