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Fiduciary

We provide the highest level of care and accountability. Everything we do must be in your best interest.

Complete Transparency

No magic tricks or distractions. Everything we do is transparent. Log into our online system to see your accounts any time, from any device, no matter where you may be.

Experienced

We have been serving client needs for over 30 years which means we probably have experience in situations like yours.

Local & Available

We are not a large institution. We are your neighbors who happen to offer financial expertise. When you call, we answer. When you need someone, we are here.

Different People. Unique Needs

Some people need help accumulating and growing wealth. Others need assistance with the responsibilities wealth creates. No matter your money issues, we will help you find the solutions which best fit

Retire Confident

Retirement is a once-in-a-lifetime experience, but we have helped people retire comfortably and confidently for over 30 years. We can help you too.

Get Comfortable

We provide a safe and relaxed environment where you can be comfortable with your money.

It is a journey,
not a destination

No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.

Independence brings freedom

Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.

It takes two to tango

We provide the know-how; you provide direction and guidance. 

Putting it all together

All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich. 

The media provides exposure, not advice

In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.

Investing, not trading

It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.

Wealth is not determined by money

Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.

You are not your neighbor

There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.

Simplicity

It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions. 

Blog Posts
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25
Aug 2015
By Art Dinkin

Up Down All Around

A week ago the Dow was over 17,500. By Thursday it closed under 17,000. Friday saw it drop below 16,500 and yesterday closed below 16,000. It is pretty clear than soon we will be in calamity and ruin… right?

But wait. Suddenly markets are up quite a bit today. Not enough to regain the losses of the last week but the markets are heading up.

What the heck is happening? Is it time to panic or not?

We do not have any special crystal ball so in times like these it is important to look at the bigger picture. The economy is growing. Earnings are solid. Yet the market has been a roar since 2009. Typically the market corrects (a decline of 10% or more) about every 18 months. That hasn’t happened for years. We were overdue.

This volatile decline is technical in nature, not fundamental, and is being fueled by fear and uncertainty. The problem with 24 hour news is that they have to find things to talk about 24 hours a day. Sometimes that means issues which are not that important are expanded to fill the available time.

Don’t buy into the fear. Stick with your plan. We have our eyes on both the markets and your targets. We will act when appropriate; not react out of reflex.

If you want to review your particular situation we are here for you. Give me a call, send an email, or set up a meeting. We are here to help you and make you comfortable with your money.

Photo Vintage Sewing Machine by Grant Hutchinson

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