PREPARING
FOR YOUR
FINANCIAL
FUTURE
FINANCIAL PLANNING &
INVESTMENT MANAGEMENT
As independent fiduciaries our goal is to help you prepare for all financial aspects of your retirement and future. We simplify complex financial decisions and help guide you to a secure future to meet your needs and retirement goals.
Welcome to our investment firm, where risk management is at the heart of our philosophy. We believe in guiding our clients to build financial profiles that safeguard against market downturns while pursuing growth in favorable conditions. Our passion lies in discovering innovative ways to protect and grow your assets while working with you in planning your retirement needs and goals. We specialize in customized investment strategies that align with each client's unique priorities, long term goals and risk tolerance. Brian Hoodjer
OUR SERVICES
FINANCIAL PLANNING
We prioritize your ability to secure Income for Life. Our goal-based financial planning process is tailored to help you achieve the retirement goals you've set for yourself and create a sustainable income strategy that ensures your financial peace of mind.
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Retirement Planning
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Tax Planning
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Estate Planning
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Social Security / Medicare Planning
INVESTMENT MANAGEMENT
Working with your unique financial goals we tailor our investment strategies to meet your specific needs, combining various approaches to create a well-rounded portfolio. Our aim is to minimize downside risk during market fluctuations while still capitalizing on growth opportunities and navigate the complexities of wealth management with confidence.
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Investment Planning
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Wealth Management
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Insurance Planning
WHY WORK WITH US
Education
The first step towards planning your retirement is education. We offer intensive, hands-on retirement planning while providing you with all the information to learn and understand all of your options and make informed decisions.
Fiduciary
We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.
A fiduciary has 5 primary responsibilities. Those responsibilities are:
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The best interests of their client comes before their own
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To act with utmost good faith
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To provide full and fair disclosure of all material facts
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Not to mislead clients
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To disclose all conflicts of interest
Make sure your advisor is someone who adheres to these responsibilities.
Planning
A successful retirement is best enabled by one important factor which income for Life. Helping you successfully plan for this is our goal.
