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Our Philosophy

We developed Financial Investing for Life and Legacy (FILL) to help you "FILL" your lives with more than just money. Our goal is to craft a plan that provides stability so you are confident about your financial plan, even in challenging markets.

What We Do

What We Do

  1. Look at your resources for the long term (where Appreciation is key), the intermediate term (where the focus is Balance), and the immediate term (where the goal is Conservation).

  2. Review your current allocation in light of these three needs (Appreciation, Balance, and Conservation) and provide recommendations regarding strategies to maximize your investment results in each area to achieve your goals.

  3. Place your goals and assets into each of these categories, or "allocation buckets",  then select the appropriate investment vehicles to accomplish your plan.

  4. Set benchmarks against your goals, not against the market.

Professional Partners

We believe working together as a team brings the best result. There is less room for overlap and coverage gaps when everyone is on the same page. For that reason, we partner, not only with you, but with your attorney, accountant, and even other family members or business associates to ensure that we are aligned with your best interest in mind.