As a father son team, we understand the importance of family. Through an initial in-depth review to understand the clients’ current financial condition, their goals, and their priorities. A customized long term plan is developed to help achieve those goals and address any potential risks to achieving those goals. This planning is often conducted in collaboration with the clients other trusted advisors. Customized strategies are then employed to attain the desired outcomes. The portfolios employ tactical asset allocation and portfolio diversification strategies designed to maximize potential return and minimize portfolio volatility. The tax impact of a strategy is always considered and lower tax options are employed when possible. Regular client review meeting are held to track progress toward goals, discuss life changes and economic and market conditions, and adjust the strategy as needed.