Let's get acquainted!

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us

Asset Allocation PDF Print E-mail

We offer asset allocation services for retirement accounts, variable annuities, and variable life insurance.

While investment choices within an asset class can be significant, the more important decision is the determination of how much to allocate to the various asset classes.

Using information we learn about you and your goals, we provide quarterly recommendations as to mix of funds to use from your menu of available funds.

Typically we agree on a minimum and maximum stock market exposure thereby incorporating a blend of strategic and tactical.