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Core Beliefs

  1. We believe our clients must plan for events that can destroy their financial strategies: sickness or injury, living longer than expected or not as long.
  2. We believe lasting wealth can be accumulated over a long period of time, through a systematic investment plan with equities as the foundation.
  3. We believe in professional money management, dollar cost averaging and rebalancing portfolios to help our clients attain their financial goals.
  4. We believe that taxes, inflation and temptation to deviate from a well thought out plan often prove to be the client's biggest challenges.
  5. We believe our clients want us to care about them, respect their assets, be solution-oriented, answer questions, monitor progress and stay in touch.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Dollar cost averaging will not guarantee a profit or protect you from loss, but may reduce your average cost per share in a fluctuating market.