Guiding You To a New Point
in Your Financial Future

CONNECT

Address:

101 Eaton Street, Suite 100-B
Hampton, VA 23669

Phone:

757-383-8181

Fax/Other:

757-383-8188

How We Work Together

 

We want to understand the financial footprints that have brought you to this point, how you have weathered your wealth accumulation journey so far, what has worked, and what has worried you. 

We work collaboratively about quantifying your personal family and financial goals, and quickly identify the gaps that may lie in between. 

Then we fine tune your financial roadmap to align your investments with your goals.


One click "universal remote control" that gives access to all your financial accounts 

Our business is based on a sophisticated digital wealth management platform with state-of-the-art technology powered by eMoney from Fidelity.


Identify your personal Risk Number™ 

We score your "risk number" when you take a quick trip through a few simple questions.  Risk Number™ is the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments.

 

Look at the gap between your personal Risk Number™ and your portfolio

We can compare your personal Risk Number™ with the Risk Number™ of your current portfolio, wherever it is.  401(k) plan, IRA, 529 plan, Variable Annuity, Non-traded REIT account.  If you can electronically log into it, we can analyze it for you.  It's all based on Nobel Prize winning algorithms that tell us where you are, and better still, where you should be, to accomplish your future financial goals. 

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How We Work Together

We will serve as your independent personal financial advisor with a focus on transparency and cost efficiency.  If appropriate, we make new investment selections taking into consideration tax implications, diversification, and insurance protection.  We specialize in retirement and risk management.


What Makes Us Different

We provide clear, easily understood explanations of even the most complex financial services.  Your client website, a personal financial dashboard, provides a roadmap toward a more secure and clutter free financial future. 


Click here for all the ways to contact us.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck