Are your investments diversified?

If your investments are only in stocks, mutual funds, ETFs, etc., they may not be! We are uniquely qualified to take into account your complete investment portfolio, including real estate holdings and alternative investments before suggesting a course of action.

Don't pay high fees and commissions.

Sales charges, high annual fees, and other excessive costs eat into your log-term investment returns (It's proven). We keep our fees low, and only use low or no cost investment choices for your portfolio. This includes our discounted real estate services.

Have a strategy and be disciplined.

We help you all along the way. If you're just starting out, or retired and looking for ways to generate income from and protect your assets, or someplace in the middle financialy, we can help.

See how we're different

Drop us a line. Let's setup a meeting to discuss how we work and how our objectives are in-line with yours.

You might be pleasantly surprised.

Give us a call

408-772-5092