Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
Books and Media​
Clear Investing, Intentional Investing
Get on the path to purposeful wealth.
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Our clearly laid out plan will explain how to structure a portfolio for your goals. Clear Investing, Intentional Investing will show you:
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-How to find your way with G.P.S. Investing(tm)
-Where most investors take the wrong turn when implementing their investment plan
-Investing principles and myths
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Taking the intentional path to your goals starts with a solid plan, but also requires understanding the execution. Clear Investing, Intentional Investing will help you understand if your investment plan is leading you down the road you mean to take.
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Avoid Retirement Clumsiness
​Clumsy approaches to investment planning are a silent portfolio killer.
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Too many investors pay hefty investment costs for strategies and promises that in the end have no place in their overall planning strategy.
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The result of portfolio clumsiness is often years of additional work, extreme anxiety over economic conditions, and overpaying for gimmicky products that provide less security than proven methods.
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This booklet is a CFA client education piece describing one 'anti-clumsiness' tool, a bond ladder, and its use as a core approach to retirement income; as well as how it fits within a G/P/S Investing approach.
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Whether you are just starting to plan for retirement, or need to take your investments back from clumsy strategies, this booklet will give you information on how a properly structured bond ladder provides greater guarantees and diversification benefits than most packaged financial products.
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Bring order and security to your life by eliminating your retirement clumsiness!​
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Not presently available... update coming soon!