Some may prefer to choose only one or more of our services below
Investment Management
It all begins by developing an understanding of your needs and comfort level. Existing assets or cash can be transferred in and a customized portfolio is managed on an ongoing basis for a fee based on the market value without product sales or sales commissions. As professional investment managers, we design and manage accounts to fit your needs and comfort level.
Click here for more information
Financial Planning
Financial Planning advice is tailored around your short term and long term needs and objectives. With Ken as a CERTIFIED FINANCIAL PLANNER® Professional with a Master of Science degree in Personal Financial Planning and 35 years of experience, you can be sure your most important financial issues will be addressed.
Click here for more information
Financial Consulting
If all you need is financial advice and you prefer to work with an experienced professional without product sales or investment management, you can pay an hourly fee for financial and investment advice on an as-needed basis similar to how you pay a CPA or attorney. This is truly the only way to get completely unbiased advice.
Click here for more information