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Easy transition from strategy to implementation through our no load and low load solutions.
While it is important to see the big picture in order to get clear on your financial strategy, clarity, alone, is not sufficient. To finish the job, you need a consistent avenue of implementation.
We employ financial solutions that coordinate well with our financial planning. While customization usually implies higher cost, we off customization at lower cost. The reason for this is simple. We no not accept commissions, "trailer fees", or 12(b)(1) fees. When this overhead is stripped from investment products, the underlying expenses are materially reduced.
This principal extends to mutual funds that we recommend as well as some insurance and annuity products.
The following list of investment solutions will give you an idea of the sources that we pull from to implement our investment and financial planning ideas:
Dimensional Fund Advisors (DFA Funds)
TIAA-CREF Investments and Life Insurance Products
SEI Trust Company Goal Link Investment Strategies
Ishares Exchange Traded funds
Vanguard Funds
Government and Municipal Bond Issues
Low load Fixed Annuities
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