Investment Approach

Investment Approach

You have aligned yourself with various micro-managers (CPA’s, property/casualty agents, attorneys, insurance agents, investment advisors) to assist you with your financial decision making. These micro-managers are specialists in their particular area of expertise. Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together. You have aligned yourself with various micro-managers (CPA’s, property/casualty agents, attorneys, insurance agents, investment advisors) to assist you with your financial decision making. These micro-managers are specialists in their particular area of expertise. Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together.


This presents many problems because you neither have the time nor the expertise in each area to evaluate the performance of your micro-managers. My presence enables your micro-managers to better perform their services. In addition, my expertise in wealth creation, distribution and conservation strategies should help improve the overall performance of your plan.


We bring the expertise, knowledge and financial tools to help clients build comprehensive financial models that integrate more than 27 different elements of a client’s financial life and allow clients to make verifiable and mathematical decisions. Our goal is to help people be more “efficient” with their money decisions, maximizing the end result without taking additional risks and at the same time minimizing out-of-pocket costs. We act as the macro-manager to a client’s financial world and help organize and coordinate all of their financial information including life insurance, wills & trusts, 401k/IRAs, home mortgages, home, auto & umbrella policies, real estate, etc… We are their primary source for financial products and services.


No longer will clients be unorganized and lack the understanding of exactly what they own and how it is all protected. We use a multiple step process, over a period of 4 to 6 weeks that organizes your financial information, identifies existing problems, analyzes strategies to improve your current financial condition, and moves you toward implementing a new approach.


Our team includes insurance experts and investment specialists making us a powerful financial resource to almost any individual or business.