Broker Check

Ride the Bull but Prepare for the Bear

We offer a new way to approach retirement planning and investment management. Rather than fit clients in the same recommendations, we create custom strategies and personally manage their funds. This hands-on approach seeks to leverage gains while limiting losses. Our unique approach is getting attention on both a local and national level.

When Markets React

When markets shift, experienced investors stick to their strategy.
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Your Goals are Built into the Plan

Experience

Experience

If you want an advisor who can get you through tough times, you need to choose an advisor who has seen tough times. With over 30 years of experience, we’ve gone through multiple market cycles and know what to expect.

Experienced Professionals

Experienced Professionals

We have decades of experience in the financial services industry and have a team of support backing us.

A Consultative Process

A Consultative Process

We work together with our clients to determine their goals and a plan that’s right for them. We then actively manage this plan to make sure it’s performing.

Chuckonomics

Chuckonomics

We coined a phrase to describe our unique investment approach. No other advisors put this much care and attention to detail into their clients’ plans.

RESOURCE CENTER

Steps to consider to improve your Individual Life Plan

RETIREMENT

Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

INVESTMENT

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

ESTATE

Manage personal affairs while you're alive, and control the distribution of wealth upon your death.

INSURANCE

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

MONEY

Managing your money involves more than simply making and following a budget.

LIFESTYLE

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.

Tell Us How We Can Help You Today

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