Theodore Roosevelt — ‘People don't care how much you know until they know how much you care’
This is the motto of our firm, we care about our clients. Account values rise and fall with the financial and global markets. All client accounts are reviewed monthly for prudent asset allocation. We will not throw your account into some S&P 500 index based ETF and derive some foolish exit and entry strategy.
We cannot predict markets however markets can be anticipated. We cannot control the markets but we can integrate allocations that help minimize fees and costs, have proven historical growth or generated consistent and prudent dividend and interest income.
‘We will not lose to expenses and potential performance’ – Thomas H. Maikowski
We know ultimately our clients will find themselves “suddenly single”. Through professional and personal experience I feel we handle this reality very well, whether you are in that situation now or want to plan for that day. We have relationships with numerous legal and accounting professionals, many located inside our building, to assist our firm in planning or settling your estate.
A true “one stop shop” made famous by a car repair advertisement in The Lincoln Star, Lincoln, Nebraska, July 1930. They managed to sum up what the term was all about in their strapline - "Have it all done in one place. Save your time. Save your money ".
*Past performance is not an indication or guarantee of future results.