Our simple questionnaire will help us to understand your financial beliefs, perceptions, and attitudes. Whether you are new to investing or a seasoned investor, you will find the questionnaire straightforward with no Wall Street jargon.
You don't have to be an expert - we are! We have over 20 years of experience advising investors about how to invest their money. Once we develop your investor profile we will choose low-cost investments based on your profile. Upon your approval of our selected investments, you deposit money into your account or enroll in our automatic investment program. That's it - your investment journey has begun.
If you are like a lot of people, you have various financial accounts: checking account/savings accounts, retirement plans and brokerage accounts. You can view all of your accounts in one place and monitor your financial future anytime you want.