Now - there is no time like the present. It’s never too early to begin, or too late to start because the longer you invest, the more you will gain in the long run.
You have a higher probability for the best long-term investment results by investing when you have money available and not waiting for perceived ideal conditions.
Our goal is to help educate and empower you throughout the process. We’re committed to teaching you as much as you’d like to learn every step of the way.
Yes, your accounts will be globally diversified to reduce unnecessary market risk and volatility.
We focus on Exchange Traded Index Funds (ETFs). We review the thousands of ETFs available to find the ones with the lowest cost, best performance vs risk, ideal area of diversification, and other key metrics.
The stock and bond markets are monitored every day for investment opportunities and risks. Individual accounts are reviewed daily or weekly and holdings are rebalanced at opportune times.
There is never an additional cost for answering your questions, brief check-ins, or in-depth reviews. We are regularly available by email, phone and for virtual meetings.
Anytime actually. You have full control. There are always optimal times to withdraw, and we will advise along the way. Retirement accounts do have penalties for early withdrawals, but non-retirement accounts don’t.
Just a few simple steps. We securely gather your information and then complete all the necessary paperwork so you can simply sign and submit.