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Total: 8 results found.

Investing Your Time vs. Spending Your Time

Created on Friday, 15 June 2018. Posted in Content/our blog

... maintain a balance that is consistent with their goals. In this case, maybe we trim the equity positions and allocate more to fixed-income. If you spent much of the past year exercising every day and eating ...

Setting Financial Goals

Created on Tuesday, 08 May 2018. Posted in Content/our blog

Setting Financial Goals When first meeting with clients, I always ask if having written goals are essential to their financial success. In 16 years of practice, I have never met anyone who has said no. ...

Personal Finance and the Serenity Prayer

Created on Saturday, 14 April 2018. Posted in Content/our blog

... are some things we can do to help control our behavior, no matter what happens in the market, economy or the world? 1. Set goals for your present and future self. Write them down. If you keep the long-term ...

Signs You Need a Financial Planner

Created on Thursday, 02 November 2017. Posted in Content/our blog

... you feel like you must handle alone and you don't seek help. This is not the best course. As happens often in life, not reaching out to a professional can delay you reaching your goals and cause you to ...

Our Team

Created on Monday, 30 April 2012. Posted in Content/about

... industry since 2002, following a 24-year career in the United States Marine Corps. As an Advisor, Skip is committed to guiding his clients in pursuit of their financial goals by bringing sound financial ...

Our Fees

Created on Monday, 30 April 2012. Posted in Content/about

... it the best way to protect against unforeseen financial consequences and reach your financial goals. Data collection and processing Cash Flow/Net Worth analysis and planning including debt and tax ...

Investment Consultation

Created on Monday, 30 April 2012. Posted in Content/services

... establishing your own investment account at the broker/dealer or custodian of your choosing. We may offer projections of the likelihood of achieving your retirement goals, with financial independence ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

... such as interest rate of debt and any income tax ramifications. Advice is also provided on the appropriate cash reserve that should be considered for emergencies and other financial goals, a review of ...