Estate Building

June 1, 2017 by admin

For Illustration Purposes Only

A good financial strategy is a lot like building a house. You want a good solid foundation. Following good solid financial planning principals, we determine where you are within the above diagram. We address the existing areas which are weak and could be strengthened.

Fundamental to building your net worth and preserving your estate is the issue of reducing your tax liabilities.

We recognize that other professionals need to be involved in products and/or services to assist with your goals and objectives. We are not lawyers, trust officers, bankers, accountants, stock brokers nor funeral directors. We know that their professional talents form part of the team required in building solid foundations.

Long & Short Term Strategies

June 1, 2017 by admin

Periodically we obtain new accounts where investors are in the markets and have personal portfolio rates of return lower than the returns being produced by the fund itself. This result usually comes about through poor advice and allowing the emotions of greed and fear to override the appropriate strategies.

Our sincere desire is to provide our clients with cutting edge advice, generally resulting in profits during bull markets and capital preservation with moderate profits during bear markets.

Overall, we strive to provide our clients with peace-of-mind and a high level of satisfaction.

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June 1, 2017 by admin