When You Are Facing A Transition In Your Life . . .
Or Just Want to Improve Your Financial Situation

Financial And Investment Planning
Along With Personal Resources For You

Complimentary White Papers And Special Reports

"Creating Your Investment Plan:
Using the Principles of Professionals for Your Personal Investments."

Individual investors are often frustrated by dismal investment returns.

Research shows that, typically, they significantly underperform the market and institutional investors. The problem is that they usually lack the time, training and resources to create and follow a well-crafted investment plan to help guide them through the turbulence inherent in the financial markets.

Please sign up for "Creating Your Investment Plan" on the right.

"After the Diagnosis: Getting Your Finances Under Control
When Your World Is Thrown Out Of Control."

For a patient or family who has just received a life-altering diagnosis having an advisor . . .

• who will listen,
• who will give emotional support, and
• who will help them make informed financial decisions is essential.

This advisor can help capture their goals and values to make sure that their financial house is in order freeing them to spend their time on what is most important to them.

You can access the report here.

"After the Death of a Loved One:
Taking Control of Your Financial Future"

This white paper helps a survivor identify major financial issues they face and to set appropriate priorities and avoid costly mistakes. Some decisions should be deferred, others require settlement soon. The white paper also addresses common questions widows and widowers ask.

You can access the report here.

Checklists

"A Survivor's Financial Checklist - A Thorough Guide
For Trustees, Executors, and Family Members"

You can access the checklist here.

Quarterly Newsletter

Our quarterly email newsletter helps our clients gain and retain a clear perspective amid the deluge of information that pours out of the news media on a daily basis.

In 1999 when the tech stocks were soaring to the sky it was difficult to maintain perspective.

It was equally difficult to keep perspective in 2008 when the financial markets were in free fall. Yet investors with a long-term plan, who kept their focus, avoided mistakes that accompanied each of these extremes. Through our newsletter we try to provide that perspective. So, look to our quarterly newsletter for:

• Market and Economic Reviews
• Discussions of Timely Topics
• Thoughts on Keeping Perspective

Please sign up above on the right for our quarterly newsletter.

Archived Newsletters

"Who's Been Skinny Dipping?" (June 2009)

"The American Economy" (March 2009)

"Coulda, Shoulda, Woulda" (April 2009)

"Surviving Today's Investment Jungle" (May 2008)

"The Tale of Two Ships" (January 2009)

"Fear Itself: A Look Back" (June 2007)

"The Power of Connections" (April 2005)

"Are You Being Served?" (June 2005)

"Buffett's Big News" (August 2006)