Welcome to Our Web Site
Wespecialize in designing, building and managing investment portfolios for retirees and individuals planning for retirement.
Wehelp you design a diversified Investment Strategytailored to meet your individual needs. (See Investment Philosophy.)
We buy Stocks,Bonds andNo-Load Mutual Funds toimplement your Investment Strategy.
You receive Objective Advice because our services are FeeOnly(TM), meaning we are not paid commissions on investments we buy and sell for your account.
See Important Disclosure Statement.