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HELPING YOU make better investment decisions

Investment and Advisory Services in Tucson, AZ, Westlake, OH and Dublin, OH

Arizona and Ohio's Objective Investment Advice 

There are hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather any downswings.

Given this complexity, many want professional investment advice. In a well-constructed portfolio, each investment should fulfill a specific function and should be appropriate for your unique situation. Your portfolio will work harder for you when it contains the investments and uses strategies that have been selected based on your unique needs. As fee-only financial planners, we will provide you with the objective, unbiased investment recommendations you need to make the best investment decisions.

We will:

  • Thoroughly discuss your goals before making investment recommendations.
  • Look at all the financial risks you are taking before determining your appropriate level of investment risk.
  • Review all your accounts and determine the right asset allocation.
  • Recommend the real estate exposure you need in order to achieve long-term financial stability.
  • Integrate tax planning with your investment strategy to produce a higher after-tax return.

Being an astute investor should not be a haphazard exercise. When your investments are properly balanced, objectively chosen and are regularly reviewed, you can enjoy peace of mind and confidence in your future.

let's discuss your investment goals