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Individual Investors

Planning and Investing

We often describe what we do as the beginning of a very long road trip.  There are two huge decisions you need to make before you begin your journey:

  • What vehicle makes the most sense for you?
  • What specific directions are the most efficient for your journey?

First, determining the proper vehicle is critical because it will deliver the moment-to-moment experience during the drive.  Would you rather have something with a lot of horsepower that can go fast, or rather something with more safety features?  The ride will go a long way to determining how comfortable the ride is.  This is the same concept as building out your investment portfolio.  Constructing a portfolio that is comfortable, understandable, and in line with your goals is the first step in your journey.


Secondly, there on road trips there are no straight lines from where you are to where you're going.  You have to navigate the infrastructure that is in place and use directions that take into account traffic patterns, time of day, construction and delays, and the most direct path possible.  This is the same idea behind financial planning.  Working with the retirement, estate or tax planning infrastructures are necessary to make sure that the most direct path is taken along your journey.


If you asked someone how you should drive to Washington D.C. and they said "go rent and car and head east" there is a good chance you end up in a Yaris and in Jacksonville, FL.  The advice was not wrong... but it lacked detail and specifics to have a reasonable chance at sucess.  

We believe striving that optimal investing and planning outcomes require dedication and a goals-oriented pursuit of your future.  Constructing your vehicle, or portfolio, and thoughtfully crafting your roadmap, or financial plan, is ongoing endeavor that we would love to work together on.  

We help with:

  • 401k's including rollovers* and consolidations of past 401k plans
  • Thrift Savings Plans (TSP) and rollovers* into IRAs
  • 403b's, TRS, 457 and other less common retirement plans
  • Cash and savings plans
  • Building out unique step by step financial plans for you and your family's goal's
  • So much more...

Call us today for your complimentary consultation.


* Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.