We are a fee only financial planning and tax advisor with an emphasis in the safety of fixed income and bond investing. Rather than using bond mutual funds, we use high quality individual bonds and CDs that will provide you with a consistent cash flow tailored to meet your financial situation.
To further reduce your risk, we can help you choose bond strategies that will preserve your principal while minimizing taxes and the impact of inflation.
The result? You will be able to pursue your interests and dreams instead of losing sleep over fluctuations in the stock market!