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Take your first step by filling out this form. Then we'll ask you about your income level, time horizon, risk tolerance and financial goals and use this information to create a personalized portfolio tailored specifically to your needs.*
Why us? We draw on years of experience to offer straightforward investing advice. Moreover, by not using commission-based compensation we reinforce our aim of providing investment advice that's in your best interest.
Why now? We believe that it's about time in the market not timing the market. Two reasons to support this belief are the effect of compounding and the negative impact on returns of missing the best days in the market.
- Compounding: the snowballing effect of gains producing further gains
- Missing the best days: Over the past 30 years, missing the best 20 days (based on S&P 500 Index returns from September 1, 1992 through August 31, 2022) reduced the annual average return from 7.8% per year to 3.2% (less than the 3.3% average inflation rate over that same period).1
In other words, we believe that there's no better time than now to take care of your financial future!
Need more information? We’re here to help. Reach us at 844-408-4390.