Life Cycle Phases We Serve

Accumulation

A period when income rises, investable assets accumulate and risk tolerance increases

Maintenance

A period when a significant amount of assets have been accumulated and retirement becomes closer to reality

Distribution

A two-part process that includes the last years leading up to retirement as well as the retirement years

Testimonials

Commentary

After the Dow Jones Industrial Average hit 17,000 last week, stock market indexes moved lower after a mix of profit-taking and European bank worries. Concerns over Banco Espirito Santo -a Portuguese bank- weighed on markets Thursday in what looked like an excuse to take profits.

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