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Our Philosophy

Core Beliefs on How To Build A Retirement Income Portfolio 
That Can Actually Accomplish What You Want!

We believe that most conventional options for managing a person's money during retirement are simply incapable of solving all of the needs and requirements of the modern retiree.

We believe that too much emphasis is being placed on individual products, such as annuities or mutual funds, as if these vehicles (individually) are capable of meeting all of someone's retirement needs when they simply can not.

We believe that many annuities are legitimately good at providing secure, lifetime income, but are not very good at producing necessary growth and inflation protection.  Therefore, annuities should be used as part of a greater overall plan and should not be viewed as a stand-alone solution by themselves.

We believe that professionally managed (tactical) stock-market portfolios can provide healthy, long-term upside growth potential and can be very effective at preserving principal while still allowing for a high degree of downside risk protection.

We believe that the right MIXTURE of carefully chosen annuities AND managed stock market accounts can create a blended portfolio that is capable of producing stable growth, increasing income, preservation of principal, and flexibility ALL AT THE SAME TIME!  These are the types of custom portfolios that we build and manage for our clients.

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