Helpful information and resources we hope you find useful



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.


All investment portfolios need to have priorities. These priorities are best defined by an honest appraisal by the investor and their advisor. What do you need your money to do for you? Time horizons, risk tolerance and individual preferences all must be considered.

Some investors want their accounts to grow and appreciate for their future. Some of our retired investors want a more income-oriented portfolio that distributes income with very low volatility. Others prefer a mix of the two approaches.

Whatever the priorities are, our firm can help those financial goals become reality.


Objective: Capitalize on market volatility with optimal diversification to protect against loss.

Drawdown guidelines designed to protect principal using an active trading protocol, in which assets are monitored daily.

Sample Asset Classes:

·        U.S. Government Treasury Bonds
·        Precious Metals (Gold & Silver)
·        Managed Futures – Trade in liquid markets including Bonds, S&P 500, commodities & currency.

Goal:  to outperform over the rest of the current economic cycle.


Objective: Invest in a diversified portfolio of assets and funds that can generate dividends, interest, or distributions.

Portfolio fund selection can be tailored to investor risk and volatility tolerance.

Sample Asset Classes:

·        Fixed Income / Bonds
·        Utilities
·        Infrastructure
·        Real Estate

Goal: to provide distributions consistently that may be used for income or re-invested.