Choosing someone to look after your financial security in retirement –is a big decision.

We believe less in talking products, and more in discussing your expectations now and throughout retirement. We invite you for a no cost or obligation visit, an introduction to our firm and our unique approach to retirement for investors like you.

Learn how you may be paying your money manager to lower your returns. #RetireSmarter

We’ve all been taught to ‘Buy & Hold’
—But who does it benefit the most?

During a 5-year period ending in 2016, the SPIVA® U.S. Scorecard reports that 88.30% of large-cap managers, 89.95% of mid-cap managers, and 96.57% of small-cap managers all underperformed the S&P 500, the S&P MidCap 400®, and the S&P SmallCap 600®. The figures are equally unfavorable when viewed over longer-term investment timelines.

We're paying money managers to lower our returns.

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