We provide investment placement & monitoring, retirement advice, tax planning & preparation, and estate planning. Our primary goal is to help you to protect your capital so you have income for life. We will help you to minimize taxes and reduce your portfolio's volatility. Client portfolios include funds from major money management companies and banks.
Our difference? By choice, we have fewer clients than many independent financial advisory firms. This gives us more time to address your individual needs on a timely and personal basis. Jeff personally handles all your calls & emails and your account is never passed to an assistant.
Expertise Conservative, flexible, and custom investment portfolios. Traditional, alternative, and insurance solutions. Our specialty is university pension plans and many of our clients are retired university professors. Please see Summary of Services which are complimentary for our clients.