Our Services Wellspring

Using an athletics analogy, many athletes want to improve their performance through the equipment that they use whether it be a better club for a golfer or a better tennis racket for the tennis player. 

Although quality equipment is important, process is far more important than product. Understanding HOW money works and where we are leaking money to factors we may not even be aware of is essential to successfully managing our wealth.  Once the inefficiency is identified, we employ Cost Recovery strategies to strengthen our financial world to increase wealth.

So ultimately, The Swing (the process) is more important than the Club (the product). That said, we are independent advisors with access to a vast array of quality products through highly rated and respected institutions to provide the services we offer including:

• Comprehensive Financial Planning
• Investment Advisory Services via Asset Class Investing
• Retirement Income Distribution Planning
• Cash Flow Analysis
• Lost Opportunity Cost Analysis
• Cost and Fee Recovery Strategies
• Social Security, Pension and 401k Optimization