Our Mission Statement
“To create an inspirational experience and deliver a level of service that consistently exceeds the expectations of our family of clients. We focus on the personal side of wealth, adding value to the relationship becoming a trusted resource through education and guidance.”
Why: We believe in delivering a personalized experience that will give confidence to our clients.
What: We provide advice to help you make appropriate choices through proactive communication, investment strategy, and financial planning.
How: By surrounding you with a team of financial specialists and a proactive system, we are prepared to handle any situation presented.
Joseph D. Altic, CFP®, MBA | Wednesday, March 28, 2018
This is the title of an article I am currently reading. My thought before I even read one word was: “It’s going to be different for everyone, you can’t have a general number and try to group everyone into that rule of thumb.”
Joseph D. Altic, CFP®, MBA | March 01, 2018
As I was doing research and looking at information on the new 2018 Tax Laws (which I’ve determined is quite boring) I came across an article in USA today titled Retiring in 2018?
Joseph D. Altic, CFP®, MBA | February 06, 2018
The number one question over the past few months in client meetings we have received is: Will the market continue to go up? This is usually followed by a statement “boy it’s awfully high right now”.