Our investment process begins with a portfolio review. We inventory all of your assets and analyze your existing investments. Next, we develop an asset allocation strategy based on your goals, risk tolerance, and your tax situation.
We like to pay close attention to any real estate investments or equity you may have. Most middle income Americans make more on their house than any other investment. When appropraite we make recommendations regarding home sales, home purchases, mortgage choices and investment properties. Our focus is to help you maximize your real property investment by reducing taxes and other costs.