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Investment Planning

Our disciplined goal-oriented investment process is designed to help you succeed. We believe in asset allocation and disciplined diversification with tactical "tilts". We use a variety of investment tools from individual securities and ETF’s, to mutual funds and professional managers. We measure your investment success against your personal financial plan,  – not against some arbitrary market index.  Despite a myriad of investment risks to manage, we believe the significant risk most people face is the risk of not reaching their goals. The goal of investing planning is to minimize that risk