Gain Clarity

Are your financial goals clearly defined? Do you know exactly what you are trying to achieve with your money? The first step in our 5-Step Investment Process is to help you identify, prioritize and document your financial goals.

Calm Emotions

Do you feel stressed out that the stock market may decline and derail your retirement? Are you concerned that you are missing out on potential gains? Our proven, research-driven investment process can improve your investment results by basing decisions on a disciplined strategy instead of your emotions.

Reach Your Goals

Our 5-Step Investment Process is a beginning-to-end solution to guide clients as they achieve their financial goals. We can help you clarify your goals, develop a road map to achieve them, and continually manage a portfolio dedicated to each goal.

What We Do

We offer proactive financial planning, retirement planning and investment management services to help you define and reach your financial goals. Learn more

Who We Serve

Our services are designed to help a wide array of investors achieve their financial goals.  The focus of our practice is on addressing the needs of Pre-Retirees, Retirees, Business Owners, and Professionals.  Learn more

Five Keys to Financial Fitness

Learn How to Avoid the Top Mistakes that Prevent You From Reaching Your Retirement Goals

Download a copy of our new Free Report:

Five Keys to Financial Fitness
as You Approach Retirement

A proven, easy to understand system to upgrade your investments. That’s Investing Common Sense™.

If you hire a financial adviser, salesperson or bank or brokerage employee who is focused on selling you an investment, you may lose out on effective retirement and planning strategies.

If you try to do it yourself, you may miss out on the wisdom that comes from having experienced countess individual situations and decades of investment cycles.

We are not brokers or salespeople – we are professional investors.

Learn about the services we provide.

Financial Adviser helping a couple plan their future

Our firm is independent and so are our solutions.


The care and thoroughness of our proven, research-based Investment Planning Process provides answers to your financial questions. To get your own answers we invite you to schedule a free, no-obligation consultation by contacting us at (904) 248-9871 or via our contact page.