Evaluation - Where Are You? What Are Your Goals? What are Your Concerns?

As a Fiduciary we start with a phone or in-person consultation to understand your concerns and goals. It's about YOU. Where are you along your path? Maybe you would like help with your 401k or your 403b. We are here to assist and answer your questions. After your done working or have changed jobs you may want to rollover your Employer Retirement Plan into an IRA. We can help guide you or help manage your IRA as your IRA Protectors™.

Wealth Management

Our investment strategies are based on tactical money management methodologies versus Strategic Asset Allocation. We strive to protect our clients from major market drawdowns as in 2000-2002, 2008 and 2020. In addition, when clients are looking for income, we utilize different markets to generate income while protecting their capital from major market drawdowns. Learn more by clicking here

Lifestyle Protection

Get there. Stay there. Our investment methodologies for growth and income help to protect the lifestyle you desire. Protecting your lifestyle starts with your investments, and it may include protecting your wealth with Care Solutions. Regarding your investments, we use methodologies developed from math and science. We help our clients develop their individual retirement path.