Financial services should be available to everyone—not just the uber-wealthy. That’s why we’re fee-based and anti-sales: to keep an eye on your bottom line. And we don’t care where your finances are now; we care about where they’re going.
What do I value?
Maybe you have a favorite charity. Or love living green. Or want to support those with similar beliefs. Your financial plan can—and should—incorporate your values. And you don’t have to sacrifice performance; in fact, often you can reduce risk with values-based investing.
What's Your Risk Number?
Find your Risk Number by taking a simple 3-minute survey. Click here.
Wondering how to rollover your IRA?
Don’t know the best way you should save for your kid’s education? Need to know if you can afford a remodel? It doesn’t matter to us if you’re a client or not, we will help.
Andy loves questions, so fire away.
Articles and Money News
Are Your Children Financially Literate?by Andy-How bad is financial illiteracy today? So bad that your children may be at risk of making some serious financial mistakes. Some are finding that talking to children about finances has become less about the nuts and bolts of money and more about putting money’s importance to our daily lives in the correct context...
Do Your Investments Match Your Risk Tolerance?by Andy-When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or inattention – stock market volatility may make you anxious. So from time to time, it is a good idea to review how your assets are invested. Your asset allocation should correspond to your tolerance for risk, and if it doesn’t, it should be adjusted...
Quo Vadis Client Corner
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