Our world is full of choices and technical jargon that makes selecting investments difficult.
I will let you in on a little secret... a lot of this is unnecessary for the everyday person.
That is why we keep investing simple.
Portfolios that are made up of low-cost funds, trading is kept to a minimum, and re-balancing is done as needed to keep your portfolio in line with your goals.
Every dollar has its purpose,
therefore every investment should have a plan. A plan is the foundation of all financial decisions made.
Not a Competition
The goal is to keep your buying power up to speed. We are not trying to compete with the Joneses, we are focused on YOUR future.
Discipline & Patience
The discipline to save. The patience to stomach the ebbs and flows of the market. The patience to get where you want to go.