Investing Made Simple

Your roadmap to investment success

If you want to live your best life with confidence, the question is…

Do you have a plan in place to manage your investments, expand your wealth, and safeguard your future?

Financial security is the foundation for health, happiness, and prosperity, yet most people invest upside down, acting without thought of the big picture. They are either blind to investment risk, or on the rare occasion when risk is considered, they believe the market will be forgiving and their losses will recover. And while some experts will claim to know what’s coming, how can they when the future is unknown?

Wealth Management

Our Prosperity Management Program is designed to help you stay invested so you grow your investment portfolio and your dreams become a reality.

We begin with a comprehensive assessment of your financial foundation, assessing your risk tolerance, evaluating your asset allocation, and identifying areas of risk and opportunities for growth. We’ll uncover your financial personality to ensure your investment portfolio has enough risk, yet remains balanced with your comfort zone and with targeted planning. We’ll also safeguard your future while enabling you to live life to the fullest today.

A Roadmap to Investment Success

Geared for individuals, ages 44 to 64, at an initial cost of $1,000, your Portfolio Plan is developed over 2 to 4 weeks and includes one in-person or remote meeting ending with a customized portfolio for your assets.

Once the portfolio is designed, and with annual fees ranging from 0.50% to 1.00%, our team provides support to stay true to your plan or modify the plan if your situation changes. Our financial planning resources assist you in taking meaningful action as you prepare for the next stage of life.

Program Benefits

  • Step-by-step roadmap to achieve your investment goals
  • Annual investment reviews to stay on track
  • Coaching to avoid investing mistakes
  • Qualified expert by your side to help avoid investing mistakes
  • Focused plan to save for the future without sacrificing the present

Add-On Concierge Service

Wealth Coordination: helps you avoid unnecessary cost or unintended consequence once your financial assets exceed $3,000,000. By applying a project management approach, you can ensure your professional network stays informed, their actions are coordinated with your overall wealth plan, and when your health changes, you have someone to help smooth your journey toward a good end of life. The cost is customized based on your desired level of service and bundled with the program as a quarterly retainer.