Investment Strategy

• Customized Asset Allocation
   
• Growth Oriented Portfolios
   
• Income Generating Portfolios

• Wealth Preservation Portfolios

• Charitable Donating

• ESG Investing
   
• Buffered & Risk Managed Solutions

• Dollar-Cost Averaging Strategies

• Cash Management Strategies

• Risk Tolerance Assessment
   
• Monte Carlo Simulations
   
• Scenario Analysis (e.g., 2008 Recession Impact)
   
• Diversification Across Asset Classes
   
• Volatility Analysis 

• Tax-managed investment strategies
   
• Tax loss harvesting
   
• Equity compensation taxation strategies (RSUs, ESPPs, etc.)

• Life Insurance Protection

• Disability - Related Income Protection
   
• Longevity & Long Term Care Protection
   
• Health Care Cost Coverage 

• Survivor Support Solutions

• ESG Investing

• Socially Responsible Investing
   
• Impact Investing
   
• Biblically Responsible / Faith - Aligned Investing

• Options Trading
   
• Margin Strategies

• Direct Indexing
   
• Tactical Allocation Adjustments

• 1031 Exchanges

 We provide a detailed analysis of your external investment accounts to ensure alignment and efficiency across your full financial picture:

• Overlap Analysis
  Identify duplicate investments across accounts to promote proper diversification and reduce unnecessary concentration.
   
• Fee Overview
  Review expense ratios, advisory fees, and commissions to evaluate the total cost of your outside accounts.
   
• Performance Assessment
  Compare historical performance of your investments against relevant benchmarks to assess effectiveness.
   
• Risk Alignment
  Evaluate the risk profile of your outside holdings to ensure they reflect your financial goals and risk tolerance.

• Growth Stocks
   
• Value Stocks
   
• Dividend-Paying Stocks

• Large Cap Stocks

• Mid Cap Stocks

• Small Cap Stocks

• Sector - Based Stocks

• Global, International & Emerging Market Stocks

Government Bonds
 

• U.S. Treasuries
   
  • Treasury Bills (T-Bills)
     
  • Treasury Notes
     
  • Treasury Bonds
     
  • Treasury Inflation-Protected Securities (TIPS)
     
• Agency Bonds (e.g., Fannie Mae, Freddie Mac)

 Municipal Bonds (Tax-Free Bonds)
 

• General Obligation Bonds
   
• Revenue Bonds
   
• Taxable Municipal Bonds
   

Corporate Bonds
 

• Investment Grade Bonds
   
• High-Yield Bonds
   

Money Market Instruments
 

• Certificates of Deposit (CDs)
   
• Commercial Paper

Mutual Funds
 

• Actively Managed Funds
   
• Open-End Funds
   
• Closed-End Funds
   
• Index Funds
   
• Sector-Specific Funds
   
• Target-Date Funds

• Exchange-Traded Funds (ETFs)
   
  • Equity ETFs
     
  • Fixed Income ETFs
     
  • Commodity ETFs
     
  • Sector and Thematic ETFs
     
  • Leveraged ETFs

• Unit Investment Trusts (UITs)

• Real Estate Investment Trusts (REITs)

• DST Investments

• Structured Products
   
• Commodities
   
• Cryptocurrencies
   

Life Insurance
 

• Term Life Insurance
   
• Whole Life Insurance
   
• Universal Life Insurance
   
• Variable Life Insurance
   

Health & Income Protection Insurance
 

• Health Insurance

• Disability Insurance
   
• Long-Term Care Insurance
   
• Critical Illness Insurance

Annuities

• Fixed Annuities
   
• Variable Annuities
   
• Indexed Annuities

• Immediate Annuities

• Deferred Income Annuities

• Donor- Advised Funds

• Charitable Remainder Trusts

• Charitable Gift Annuities