Locally Owned – Independent & Objective Advice
Our Goal is Your Financial Success
Organize Your Financial Life
Gain Confidence for an Uncertain Future
INVESTMENT MANAGEMENT
Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets.
BUSINESS RETIREMENT PLANS
We can help you setup and manage 401(k)’s, SEP’s, and Simple IRA plans.
FINANCIAL PLANNING
Most people already have savings, investments, and retirement funds, but they don’t have a plan.
401K and IRAs
FIND OUT HOW we can help you save for retirement and protect your financial future.
RETIREMENT INCOME PLANNING
We can help you manage your 401K AND INDIVIDUAL RETIREMENT ACCOUNTS.
DIVORCE PLANNING
Financial planning during divorce is stressful. We can help you make better informed decisions for your long term future.
HOW WE WORK WITH YOU
Fee-only, Independent & Objective Advice
We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what’s important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success. Your success is our goal.
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Market Commentary
So far, so good…we managed to get through the first quarter in great shape. Typically, if the market dips below the December low, we can expect a tough year.
Most of our research sources seem to point towards a positive year, especially since it is an election year. Regardless of the politics, the market has a normal course; It moves up in the early quarter, flattens out during the summer, pulls back before the election, then pops back up after the election, regardless of which party wins. It makes no sense, but that is what typically happens.
It seems that we may have a nice year to look forward to, and maybe some lowering of the interest rates. That will help anyone who’s buying a house, and it will help our accounts do better.
Please call if you have any questions or concerns.
Laurence E Menna, CFP®, AIF®
Financial Advisor