We believe that sound financial advice and long-term strategies will help you achieve your goals more quickly than short-term risky investments. We serve our clients best by providing “slow and steady” advice over the years.

Our Services

Investment Management

  • Stock, mutual fund, or ETF recommendations
  • Portfolio rebalancing
  • Tax efficient investing

Retirement Planning

  • Stock, mutual fund, or ETF recommendations
  • Portfolio rebalancing
  • Tax efficient investing

Financial Planning

  • 401(k) investment selection
  • Portfolio rebalancing
  • Insurance reviews

Wealth Management

  • Business planning
  • Laddered Fixed Investments
  • Non-traditional and alternative investments

College or Special Needs Planning

  • Special needs trusts
  • Guardian and trustee planning
  • 529 College Saving Plans

Insurance and Annuities

  • Annuity evaluations
  • Income for life plans
  • Long-term care insurance

A Reliable, Consistent,
Long-Term Approach

Many of our clients come to us seeking an advisor who will provide them with conservative financial advice.

They aren't looking to get rich quick or retire at age 45. They are looking to make the most of their retirement savings while keeping their money as secure as is practical.

If this sounds like your approach to investing, then we invite you to sit down with us and let us know more about your life and your goals.

Although our approach to managing your wealth is very detailed, we can make the following simple promises:

  • We'll listen to you and only suggest financial strategies that work to serve your needs. We will never suggest financial products or strategies unless they fit your unique long-term goals.
  • We'll always be there as a sounding board to help you stay on track.
  • We'll continue to listen to you and adapt your financial plans as your life changes over time.

We seek to form relationships with clients who are looking for a long-term approach to investing. This allows us to provide the highest quality of personal financial guidance.

Frequently Asked Questions

What's the best way to get started with your firm?

Give us a call at 787-557-1554 and we'll set up a first meeting with you to discuss your needs. After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these ideas and plans to you and you'll decide whether to make us your advisor.

Will you ever make trades or changes to my account without my knowledge?

We will never make trades or do anything to your account without your direct authorization. You are always in control of all your accounts, and you are the full owner.

More questions? Please give us a call at 787-557-1554.
We're always happy to answer your questions.

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Get a Second Opinion About Your Financial Plan

Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.

Schedule a meeting with us for a second opinion and here's what you'll get:

  • We'll spend most of the meeting discussing your needs and listening to your answers.
  • We'll answer all your questions regarding our fees and the services we provide.
  • We'll talk about your current investment strategy and make notes for our follow-up conversation.

Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.

After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.

There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.

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