Who We Serve
We work with people who are tired of large portfolio losses.
They want to work with someone they trust who focuses more on helping them protect their portfolio and managing their risk.
They understand that a "buy and hold" approach doesn't work well in all markets.
We work with people who realize this market is too volatile and requires too much time for them to successfully navigate on their own.
They have learned that "doing it yourself", when you don't have the time or the training, can be very costly.
We work with people who want their own "personal pension manager" to help them avoid withdrawing too much too soon from their retirement savings and maximize their after-tax cash flows.
We work with people who simply want "one time" financial planning assistance. They are worried about whether they can afford their retirement goals. They need help with all the decisions that come with planning for retirement such as how much they need to save, the best ages to take Social Security, whether they should pay off their house, sell their insurance policy, or invest in an annuity or long term care insurance, and how long they need to work. They want to work with someone who doesn't judge them.
We work with people who realize that it is not what you make, but what you keep that is important. They want an advisor who designs tax efficient portfolios and retirement withdrawal strategies. They value the fact that Lisa is a CPA and has a Masters of Science degree in Taxation.
Our clients believe that it is important to work with a trusted, independent advisor who puts their best interests first, who uses a trusted third party (Pershing) to custody all their assets, and who both educates them and gives them the tools they need to make smart money choices.