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Creating Safety,

Growth and Income


Balanced Investment Strategy

Our philosophy towards investing your money can be summarized in the following tried and true methods:

"Slow and Steady Wins the Race"

By being consistent , steady and patient, you increase opportunities
for success to achieve your goals.

"All that Glitters Isn't Gold"

It is not about finding the latest and greatest investments, but tried and true performance.

"A Penny Saved is a Penny Earned"

Focusing on preservation first, keeping and preserving 

what you worked so hard to build is our #1 priority.

Our goal is to delicately balance your need for growth and your desire for income and safety. Finding your unique balance, increases your confidence and ability to reach your financial goals.

Understanding the purpose for your investments based on

your unique needs, time horizon and risk tolerance.

Investment Functions:



Stable Growth

Accelerated Growth

  • Cash
  • Government bonds
  • Treasury Bills
  • CDs
  • Annuities
  • Insurance
  • Bonds
  • Preferred Stocks
  • Dividend 
  • Paying Stocks
  • Annuities
  • REITs
  • Large and Medium Company Stocks
  • Large Global Stocks
  • REITs
  • Global Bonds
  • Medium and Small Company Stocks
  • Emerging Company Stocks
  • Industry Specific Investments
  • Global/International Stocks

How Balanced in Your Investment Strategy?  Contact us to learn more!

Check the background of this advisor on FINRA’s BrokerCheck.