How do we do what we do?

Finding a solution doesn't have to be messy. A disciplined process can be essential to achieving goals and working toward your financial future.

There are three ways we can work together to help achieve your goals, depending on your situation.

Situational Transactions:  When you need to take care of an immediate investment or insurance situation that is simple in nature.

Investment Advisory Services: Customized fee-based advisory management strategies and services of your portfolio using a Nobel Prize-winning strategy to help mitigate downside volatility.1

Comprehensive Fee-Based Financial Planning: We start by understanding your intimate core values. We then develop a written financial strategy designed to help you achieve financial success consistent with your core values. With quarterly reviews to monitor continuing objectives and results, your plan is an ongoing resource to help you make good financial choices.


1No investment strategy, including asset allocation or diversification, can guarantee a profit or protect against a loss. No forecasts can be guaranteed. The 1990 Nobel Prize-winning strategy by Harry Markowitzrefers to Modern Portfolio Theory (“MPT”), which is  an investment technique which suggests that each investment should be considered for its effect on the overall portfolio.  A wisely chosen portfolio will tend to maximize expected long-term return for some value of risk/volatility or, equivalently, minimize risk/volatility for some expected long-term return.  MPT is a Nobel Prize winning approach to investing (Harry Markowitz won the 1990 Nobel Prize in Economics for it). Financial planning services are offered through qualified financial planners of MSI Financial Services, Inc.