Services
Investment Planning
Our portfolios are grounded in academic research utilizing the Fama/French Three Factor Model, are very low cost and broadly diversified. To achieve these ends we use the passively managed institutional funds offered by Dimensional Fund Advisors (DFA). To visit their website please go to http://www.dfaus.com/. Our portfolios are unique for every type of investor based on their risk tolerance ranging from low, medium, to high risk. We also offer advice in the following areas:
- Bonds
- Stock Options
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Annuities
- Trust Accounts
Financial Planning
- (T)ax Planning
- (I)nvestment and Insurance Planning
- (R)etirement Planning
- (E)state Planning