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Investment Guidance. We provide our clients with comprehensive, timely and impartial information describing the potential pitfalls and opportunities for the educated investor. We also offer personalized guidance on:

It’s never to early to plan for retirement. We can help you set up a plan that works for you. Important questions to think about include:

  • How much will I need to save for retirement in order to live comfortably?
  • What are my goals?
  • When should I start?
  • What should I do?
  • How much can I count on from Social Security?
  • What costs might I run into once I’ve actually retired?

Many people don’t realize that this critical aspect of retirement planning needs careful consideration well ahead of when it may be needed. Questions to consider:

  1. What can Americans expect to pay in health care costs during retirement?
  2. What are my long-term care options? 

We can help you navigate these and other healthcare considerations. 

As the foundation of retirement income planning, it is important to make informed decisions about when you claim your benefits.

We can help you make that decision with specialized software that will give a specific forecast for you.

Renewable Energy is one of the growth industries of the future. Invest in the path of growth!

Your investment strategy can include individual company stocks, ETFs, Mutual Funds and private companies.

Especially during the pandemic, the role of Data Centers has seen steady upward growth. Yet even in normal times, this investment is widely considered to provide one of the most reliable rates of return. Wireless Communication Infrastructure is similarly considered a steady growth industry.

We provide insurance planning and recommendations, including comprehensive information about annuities, life and long term care insurance.

One key aspect in protecting your assets, income and loved ones may be an insurance strategy-  we can help you explore and design a plan that works for you.

*Commissions are paid by the insurance company if we recommend and transact insurance on your behalf.

TACTICAL ALLOCATION

The Defensive Growth Tactical Allocation Strategy is designed to capitalize on economic and market fragility, which has been brought about by central bank interventions, corporate debt levels, demographic shifts, business cycles and other factors.

 

These factors may express themselves as credit/ stock market events, potentially significant in the near term. The portfolio is a defensive yet opportunistic strategy.

 

This investment strategy can be combined with others to fit your needs. Please feel free to contact us if you would like to discuss and explore investment ideas and options.