Preserve and Grow

We are overwhelmed by information

Are your investments for the long term or short term?  Should you invest for growth or capital preservation?  Are stocks better than bonds for young investors?  Is it time for cash or gold?  Are international stocks too risky  for investors going into retirement?  These are all valid questions investors face every day.  The problem is that we have so much information at our disposal that it is often impossible to ask the right questions much less get the answers you are looking for.

  • What is the right blend of risk for me now and in retirement?
  • Is there an alternative to "Buy and Hold" that will protect my assets?
  • Do I invest in a ROTH IRA or a Traditional IRA?
  • Should I take Social Security at age 62 or wait?
  • Are ETF's better than Mutual Funds?
  • Should I own Bonds right now?
  • What do I do about long term care planning?
  • Should I transfer my house to my kids?
  • Should we have a will or a trust?
  • How do I pick an executor for my will?

The answer to all of these questions is the same:


The real reason that most people can benefit from a CERTIFIED FINANCIAL PLANNER™ practitioner is that these issues are both complex and interrelated, requiring specialized knowledge to come up with solutions that solve problems without creating new ones. 

What's your Strategy?

If you are baffled by the markets but know you need to invest for growth, you can benefit from professional investment advisory services.  Whether you have thousands or millions to invest, you must define your strategy before investing.